Professional

By understanding your story, values and goals--we help create a personalized financial plan and work with you to implement the steps to get you on track to meet your goals. We strive to develop a unique client experience and inspire you to life a life by design. We want to partner with you and evaluate your progress by meeting with you regularly to review your progress and make the necessary adjustments as goals and life changes.

Years of Experience

Representing Northwestern Mutual since 2016.

Education

St. John Fisher College - Accounting and Corporate Finance (Bachelor of Science)

Personal

Brandon is a Financial Advisor with Northwestern Mutual who continuously learns about people's goals and dreams and helps them live the life they have always dreamt of through our unique financial planning experience. His business has a specialty in helping the emerging affluent across the country.

Brandon grew up in Rochester, NY and went St. John Fisher where he met his much better half, wife Elizabeth. They have been married since 2021 and currently reside in Fairport, NY with their needy Golden Retriever Porter. Elizabeth and Brandon love traveling to Europe and trying new restaurants and cafe's around Rochester. You can find Brandon and Elizabeth up at the lake or on the golf course.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline