Brandon is committed to empowering individuals, families, executives, and business owners to make confident, well-informed financial decisions. Through comprehensive planning and personalized guidance, he helps clients align their financial strategies with what matters most—both today and in the years ahead.
After earning both his Bachelor of Arts and Master of Business Administration from East Carolina University, Brandon launched his career at Fidelity Investments, where he specialized in workplace retirement plans. He later joined Ameriprise Financial as a Financial Advisor, delivering tailored wealth management and financial planning solutions to a diverse client base.
In 2017, Brandon became part of Crossbridge Financial Group, further strengthening his commitment to helping clients pursue their financial goals through customized advice and long-term partnerships. Today, as part of Pathfinder Wealth Consulting following the firm’s transition in 2026, he remains focused on deepening those relationships and continuing to deliver thoughtful, client-centered guidance.
Brandon lives in Holly Springs with his wife, Heather, and their two children, Emery and Weston. Outside the office, he enjoys coaching his children’s sports teams and spending quality time outdoors with family and friends.
Professional Certifications, Licenses & Designations
- CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
- Retirement Income Certified Professional® (RICP®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
- North Carolina Insurance Licenses in Health, Variable Life, and Long-Term Care*
Education
- Master of Business Administration (MBA), East Carolina University
- Bachelor of Arts (BA), East Carolina University
* Subject to current registration and licensing status.
