Exit Planning Institute - Find a CEPA

Brandon has been a client advocate in risk management, retirement planning, and financial education for over 20 years. He began pursuing comprehensive wealth management after the consequences of the Great Recession became evident in the lives of clients he served. His passion is to be a servant leader to all people with whom he connects with. He holds the Chartered Retirement Planning Counselor designation from the College of Financial Planning and is a University of North Texas graduate. His studies continued at Southern Methodist University, where he earned a graduate degree certification in financial planning. Over his career, he has held positions including independent insurance agent, trading, compliance, retirement education, retirement plan advisor, estate planning advocate, and others to gain the wealth of knowledge he possesses. He has been honored to contribute to Morningstar, MarketWatch, Investor’s Business Daily, MSN Money, US News & World Report, AARP, and Kiplinger’s for his areas of financial expertise.

In addition, Brandon is incredibly involved with his local community. He has coached football and soccer and even ran a free summer sports camp at his church. When asked, Brandon will tell you that his passion for his client's well-being comes from his faith in God and the loving family that he has been blessed with.

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