Brandon Graduated from Avila University with a bachelor’s degree in Marketing in 2017 and an MBA in Finance in 2019. He began working with RBC while in graduate school and started his role as a Financial Advisor after completing his MBA. He has passed the Series 7, Series 66, Life, Accident and Health Insurance licensures and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor designations.
Brandon works with families, union members and small business owners who need the assistance of a financial plan to keep their lives running smoothly. He takes the time to understand your needs and goals and helps you maximize the potential for reaching those goals.
Brandon collaborates with you to in various financial planning areas such as savings and investments, insurance, and retirement. Additionally, he will collaborate with your accountant for tax planning and your estate attorney for estate planning. For business owners, he can also assist in providing a business valuation for planning purposes.
Brandon was born and raised in La Mirada, California. He moved to Kansas City in 2014 to play college baseball at Avila University and has since fallen in love with Midwest. He now lives in Blue Springs, Missouri with his wife, Maggie, and their two children, Ginny and Hayes. He enjoys spending time with his family and golfing.
