Personal

I live in Clive, Iowa with my wife, Caitlin and our four kids- Remmer, Jane, Annie and Ruby. Caitlin and I met at Drake University where she played volleyball and I played football. We enjoy exploring Central Iowa with our kids and any event with live music. 

Brandon Personal Photos

Professional

I'm committed to helping you and your family grow and get closer to your dreams. Our team strives to create a judgment-free, pressure-free environment with educational conversations that are jargon-free.

Because of the planning our team does, our clients spend their lives living and leave the world better than they found it. 

CFP®, CERTIFIED FINANCIAL PLANNER™ 

The CERTIFIED FINANCIAL PLANNER® certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

WMCP®, WEALTH MANAGEMENT CERTIFIED PROFESSIONAL®

What a WMCP® can do for you:

• Align financial plans to your long-term objectives

• Create diversified, efficient investment portfolios that meet your short- and long-term financial goals

• Analyze tax-efficient strategies when deciding how to invest

• Leverage goal-based planning, life cycle theory, and tax-efficient portfolio design, when evaluating your investment options

• Deliver consistent and ongoing value

• Encourage a lifelong planning process

Here are my areas of expertise

Retirement Planning & Income Strategies

Business Employee & Executive Benefits Planning

Tax-Efficient Strategies

Estate Planning