Brandon is the Director of Financial Planning at Elios Financial, Inc. He has more than 15+ years of experience in wealth management and investment planning. His main responsibilities include day-to-day client service with primary oversight over their portfolios.
Brandon has extensive experience working with individuals and guiding them through life events including financial independence, retirement planning, investment planning, portfolio construction, income tax planning, and risk management. His prior experience includes time as a Lead Wealth Advisor at a local Registered Investment Advisor, an Investment Consultant in private equity at a leading consulting firm, and as a Lead Investment Analyst responsible for all research coverage for International Funds at a top regional bank.
Brandon is a CERTIFIED FINANCIAL PLANNERTM (CFP®), a Chartered Financial Consultant® (ChFC®), and a Chartered Retirement Planning CounselorSM (CRPC®). He received his MBA in Finance from Ashland University in 2010 and his BSBA in Finance and International Business also from Ashland University in 2008. He is also a member of the Financial Planning Association (FPA).
Brandon currently lives in Twinsburg, with his wife, Amanda, their daughter Emily, and their dog Dolly.