Brandon joined the financial services industry in 2005 and came to Merrill with his group in 2009. Brandon is responsible for the wealth planning and financial strategy management offered by the group and focuses on optimizing a client's wealth to their goals, objectives, and priorities. Brandon is particularly adept at working with the complexities of family wealth and focuses on advising family owned business owners on their personal wealth and business. Additionally, his acumen extends to advising company retirement plans & foundations on prudent investment policy and plan design. Brandon has a degree in Finance from St. Cloud State University. Brandon has earned the CFP® certification, CPWA®, CIMA®, CPFA™, and CRPC™ designations. He is also a member of the Investments & Wealth Institute™ and the Financial Planning Association.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United StatesCertified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.