As a board CERTIFIED FINANCIAL PLANNER™ professional, Brandon possesses a broad perspective of the financial industry. He has over 10 years of industry experience of building relationships built on integrity and trust. He provides our clients’ services related to comprehensive financial strategies for families helping to preserve and grow current levels of wealth as well as retirement strategies. Brandon is also well acquainted with designing retirement plans for closely held businesses.
Brandon not only knows the financial industry but also understands the needs and culture of our local community. He was raised in the Rowan County, participated in local community events and after years of dedication, attained his Eagle Scout award. Brandon holds a Bachelor’s Degree from Appalachian State University with a major in Business Administration, with a concentration in Management. He later received his CFP® education and certification from Queens University.