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
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 jersey
What is the catchphrase you use the most?
Not sure, but I like the game Catchphrase
What unknown talent do you have?
Master omelette maker
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.