Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Through Brandon's commitment to excellence, he has built a solid client base, which continually expands through the referrals from satisfied clients and professionals. Brandon has been practicing as a financial planner since 2005. He graduated from the University of Georgia with a BBA in Risk Management and Insurance. In order to more completely service his clients and remain current on the changing dynamics of the profession, he has obtained several financial services registrations including the FINRA Series 6, 63 and 65.
Brandon’s diverse background affords him the opportunity of utilizing the angles of both insurance and investment strategies when working with clients and feels he is a true Financial Architect while implementing these strategies. He is a CERTIFIED FINANCIAL PLANNER™ professional and attended the Executive Program for Financial Planning Certification offered by the University of Georgia’s Terry College of Business.
Brandon is a member of the Million Dollar Round Table, Court of the Table and member of the North Georgia Estate Planning Council. In addition, he is actively involved with The National Association of Insurance and Financial Advisors (NAIFA).
Brandon resides in Fayetteville, Georgia with his wife Jennifer. He enjoys working out, most anything involving the University of Georgia, water sports, and has been known to throw a mean Frisbee in his free time.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies