Brandon strives to impact his personal, familial, and client relationships positively through respectful and meaningful interactions. This is applied to my practice when partnering with clients and determining what their family’s financial goals are and the process in how to meet those goals.
In October of 2023, Brandon and his Client Associate, Jordan joined RBC Wealth Management after nearly a decade with one of the nation’s largest broker-dealers where he partnered with his father prior to his retirement in 2019. He started his career at one of the nation's largest Registered Investment Advisors in the San Francisco Bay Area where he was involved in business development, recruiting, and held various managerial roles across the high-net worth and Institutional divisions.
He received my Bachelor of Arts in History from Colorado State University in 2003 and holds Series 7 and 66 FINRA registrations and a CPFA® designation. In 2019, Brandon was recognized in Forbes Magazine as a “New-Gen Best-In-State” Wealth Advisor. He and his wife Sophia are proud parents of three active children and make our home in Timnath, Colorado. Spending time with family is a huge priority of his and also be able to playing golf, fly fishing, coaching little league, and being an active member of the community.
Brandon is passionate when working with clients and developing new relationships with high-net worth individuals to serve the needs of their families, businesses, and their philanthropic endeavors.
