Brandon
Brandon is driven to create detailed financial plans with personalized investment management to ensure that you reach your financial goals in retirement, while also providing you with ample expertise along the way. Brandon holds a Bachelor's in Business Administration and Finance from Creighton University, a Washington State insurance license, and is a registered investment adviser representative. His service in the United States Marine Corps has equipped him with an excellent background for our veterans' unique financial needs and challenges.
In his spare time, Brandon enjoys podcasts, recreational statistical analysis, and time spent with his family and fiancée.