Brandon 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. He also works with businesses in the Southwest assisting them with their retirement plans. He provides consulting services regarding fiduciary protection, investment management, vendor searches and participant education.
During his senior year at Baylor, he completed an internship with a national financial services company. Upon completion of his internship, he knew that being a financial advisor was the career for him. After graduation he went to work for a nationally recognized mutual fund company where he worked in their defined contribution sales group. During his time there he was able to further his knowledge of the industry. Brandon joined PCIA in 2012. The ability to work with plan sponsors as well as be a valuable resource to their employees is what drew him to the firm.
Brandon draws on his industry experience to create strong relationships with his clients. He does this by first listening to their needs, concerns, and goals, then coordinates with a team of experts to develop a holistic and unique plan.
Brandon is involved in the community serving on the DallasHR Operations Board and is an active volunteer on the Greeting Committee for the Fort Worth Stock Show and Rodeo. Brandon and his wife live just outside of Dallas in Heath, Texas. In his free time he enjoys playing golf, riding horses, hunting and being outdoors.
Brandon holds his FINRA Series 66 securities registrations and is also Life, Accident and Health insurance licensed. He also holds his Accredited Investment Fiduciary® (AIF®) Designation.
Learn more about Brandon at https://pcianorthtexas.com/.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
Dallas/Fort Worth, TX 777 International Parkway, Suite 180
Flower Mound, TX, 75022
Dallas/Fort Worth, TX
777 International Parkway, Suite 180