Brandon enjoys establishing long-term relationships with his clients, as well as being a key advisor and coordinator. Whether he is providing investment advisory services or complete financial plans, his goal is to help people be confident about their financial futures. This is accomplished by keeping things simple when they are complicated, knowing what questions to ask and how to provide recommendations that are responsive to his client’s objectives.
Brandon is a graduate of Baldwin-Wallace University where he received a B.A. in Finance (2007). He holds a Series 7 (General Securities FINRA Registration), Series 65 (Uniform Investment Advisory Law Exam), Series 66 (Uniform Combined State Law Exam) with LPL Financial, as well as Life and Health Insurance certificates.
On a personal note, Brandon and his wife, Katelyn, reside in Copley, Ohio and are the proud parents of Quinn, Stella, and Weston. Outside of the office, Brandon enjoys golfing, coaching his kids in sports, and spending time with his family.