About Brandon
Brandon enjoys helping people and is passionate about providing clients with clarity and confidence around their financial lives. He assits his clients in all areas of planning, including retirement analysis, investment management, tax strategies, and more.
Brandon developed an interest in planning from an early age. His father was in the insurance business for years, so he witnessed first-hand the importance of proper planning.
Outside of work, Brandon enjoys spending time with his wife and young son. He is an avid fan of music and loves attending live concerts and playing guitar. Brandon also enjoys golfing and spending time outdoors and at the beach with his family.
Education and Professional Milestones
-Old Dominion University – bachelor’s degree in finance and economics
-Has also held financial services roles for The Frieden Agency and Frieden Wealth Management
Brandon enjoys helping people and is passionate about providing clients with clarity and confidence around their financial lives. He assits his clients in all areas of planning, including retirement analysis, investment management, tax strategies, and more.
Brandon developed an interest in planning from an early age. His father was in the insurance business for years, so he witnessed first-hand the importance of proper planning.
Outside of work, Brandon enjoys spending time with his wife and young son. He is an avid fan of music and loves attending live concerts and playing guitar. Brandon also enjoys golfing and spending time outdoors and at the beach with his family.
Education and Professional Milestones
-Old Dominion University – bachelor’s degree in finance and economics
-Has also held financial services roles for The Frieden Agency and Frieden Wealth Management