Vice President, Private CFO®
A native of Westlake, Ohio, Brandon currently lives in downtown Atlanta. He’s the youngest of three children and played soccer through college. He’s an avid runner and enjoys cheering for Cleveland sports teams despite watching championships slip away year after year.
How would you describe your personality in one sentence?
Positive, dependable and personable with a focus on reputation and long term relationships
CERTIFIED FINANCIAL PLANNER™ and MBA from Georgia State University in Entrepreneurship. Brandon holds his Series 7 (General Securities Representative), Series 63 (Uniform Securities State Law), Series 65 (Investment Advisors Law) and Georgia Life, Health and Variable Insurance licenses
Background and qualification information is available at FINRA's BrokerCheck website.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.