EDUCATION

University of Missouri- Bachelor of Science in Economics

PROFESSIONAL

Brandon began his career in wealth management and financial planning as a Wealth Advisor Intern at Morgan Stanley. After graduating from the University of Missouri, Brandon excelled as a Portfolio Trader with US Bank. He transitioned to Buckingham Strategic Wealth, where Brandon advanced from a Retirement Solutions Specialist, in which he contributed to 401(k) plan sponsor reviews and participant education, to a Client Relationship Specialist, managing client communications and data. As an Associate Wealth Advisor, Brandon's role in managing client assets and creating detailed financial plans showcase his expertise. His proficiency with tools like MoneyGuide Elite and Holistiplan highlight his ability to deliver comprehensive financial strategies.

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In his role as Wealth Coordinator at GWS, Brandon continues to demonstrate his dedication to client service. He assists our team of advisors in managing the firm’s clients’ overall financial planning and performance, demonstrating his commitment to client-focused financial guidance. Brandon serves as an essential part of each Client Care team.  As a Wealth Coordinator, he oversees the administrative details of client accounts with precision and timeliness, ensuring all requisite documentation are managed accurately and promptly.

PERSONAL

On a personal note, Brandon enjoys life with his wife, Allison, and their two children, Charlotte and Jameson. 

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His interests include grilling, golf, and fly fishing—passions cultivated from his upbringing in Las Vegas before moving to St. Louis in 2010. His personal and professional life blend his commitment to family, enjoyment of the outdoors, and dedication to his clients' financial well-being.