Financial Planning for STEM Professionals
Welcome
Brandon was born and raised in central Wisconsin. After many years of enduring the harsh Midwest winters, Brandon made the move down to Florida, where he there met his wife, Amanda. Little did they know, they grew up not two hours from each other’s hometowns, only to meet 1,400 miles away. They’ve been here for five years now, residing in their home in Apollo Beach.
When not ‘nerding-out’ over recent economic and financial market information, you’ll find Brandon at comedy clubs, local events, breweries, and by the water with Amanda, and their two retrievers, Chief and Libby.
Meet Our Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
