Brandon’s focus is to help companies with their retirement plans. He also works with high net worth professionals, executives and individuals to develop and implement a financial plan to help to meet their individual goals including portfolio accumulation, tax reduction, as well as estate planning and conservation.
Brandon holds his FINRA Series 7 and 66 securities registrations and is also Life, Accident and Health insurance licensed. Brandon is an investment advisor representative with Prime Capital Investment Advisors, as well as a registered representative with Private Client Services, Member FINRA/SIPC.
Brandon grew up in Ft. Worth, TX. He attended Baylor University. Upon graduation Brandon joined a nationally recognized mutual fund company where he worked in their defined contribution sales group. When he is not working Brandon enjoys spending time with his family. He also enjoys golf, riding his horses, hunting and being outdoors.