As a financial advisor, Brandon builds lifelong relationships with his clients to provide creative and valuable investment solutions for every stage of life. He works closely to develop customized financial strategies that incorporate asset allocation, investment strategy, portfolio design, and succession planning into his client’s lives. . Brandon also advises and supports the large 401k business of Summit Wealth Advisors. His experience in the 401k market helps him provide strategies to enhance and maintain retirement plans for companies. He strives to educate and empower plan participants to confidently accumulate and manage what may be their single largest pool of wealth during their lifetime as they work towards their goal of a more secure retirement.
Brandon was born and raised in Delaware where he graduated from Caravel Academy. His choice to play college golf led him to Methodist University in Fayetteville, North Carolina where he graduated with a Business and Finance degree.
Brandon strongly believes in a balance between family and work. Brandon and his wife, Tina, live in Bear, DE with their son, Shayne. He enjoys spending the summer at his family’s beach house in Ocean City, MD.
LEAP® and Life Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). Trademarks belong to their respective owners. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached. Individual results may vary.