Brandon works with a broad range of individuals and families, helping clients navigate retirement planning, tax-efficient planning, and comprehensive financial planning.

He takes a strategic and comprehensive approach to planning, with work that is intended to provide clarity, structure, and confidence throughout the planning process.

Brandon earned a B.A. in History and an M.A. in Curriculum and Instruction from the University of Missouri-Kansas City. His background supports a thoughtful and disciplined approach to helping clients navigate complex financial decisions.

Serving clients throughout Kansas City and the surrounding areas, including Leawood, Olathe, Lee's Summit, Overland Park, Independence, and Liberty.