Expertise
Credentials & Awards
- CERTIFIED FINANCIAL PLANNER® Professional
- MBA from Georgia State University in Entrepreneurship
- Series 7 (General Securities Representative)
- 63 (Uniform Securities Agent State Law Exam)
- Series 65 (Uniform Investment Adviser Law Exam)
- Georgia Life, Health and Variable Insurance licenses
About
A native of Westlake, Ohio, Brandon currently lives in Atlanta with his wife Aly, daughter Maryn, son Turner, and their black lab Pepper. He’s the youngest of three children and played soccer through college at Elon University. He’s an avid runner and enjoys cheering for Cleveland sports teams despite some pretty rough years.
Are you an early bird or a night owl?
Early bird
What would the title of your autobiography be?
You Get What You Give
If you could only listen to one song for the rest of your life, what would it be?
Ain’t Too Proud To Beg by The Temptations
If you could have the power of teleportation right now, where would you go?
New Zealand
What is the last TV show you binge-watched?
Breaking Bad…we were a few years late but loved it
Motto or personal mantra?
Treat others the way you would want to be treated – THE GOLDEN RULE!
What inspires or motivates you to do your job, as it relates to the customer experience?
Watching our clients smile while enjoying life knowing they have clarity around their financial future, thanks to the guidance and expertise of our team
