Vice President, Private CFO®
A native of Westlake, Ohio, Brandon currently lives in downtown Atlanta with his fiancé Aly and their black lab Pepper. 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 some pretty rough years.
How would you describe your personality in one sentence? Positive, dependable and personable with a focus on reputation and long term relationships
What is your fantasy job? Youth soccer coach to underprivileged kids
What are your wardrobe constants? A watch, a gingham button down or an Arsenal and NOW Atlanta United soccer jersey!
What is the catchphrase you use the most? Not sure, but I like the game Catchphrase
What unknown talent do you have? Master omelet maker
CERTIFIED FINANCIAL PLANNER™ and MBA from Georgia State University in Entrepreneurship. Brandon holds his Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Adviser Law Exam) 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.