Brandon cultivated his deep client service experience over nearly a decade at a global financial services corporation. During his tenure, he held various positions in wealth management, online support, and banking services. His passion for educating clients and providing attentive support elevated him to two leadership roles—team lead and lead analyst—over the course of his tenure. Today, Brandon brings his positivity and consistently great results to our team and clients.

Brandon is a graduate of Penn West, where he received a Bachelor’s Degree in Business with a concentration in Accounting. When he’s not in the office, you can find him spending quality time with his family: Enzo and Bubbas the Chihuahua.