With a unique background in 401(k) plan design, Brandon brings a wealth of specialized experience to our business owner clients. From years of working with businesses of all shapes and sizes, Brandon is an expert at developing relevant retirement solutions that compliment his client’s overall financial plan. He believes wholeheartedly in the importance of having an achievable financial plan with both short-term and long-term benchmarks. Brandon is passionate about seeing his clients reach their own unique goals and strives to help them through creating balanced financial plans.