Brandon plays a key role in supporting our portfolio managers by translating complex financial data into clear, meaningful insights for our high-net-worth clients. He is actively involved in managing firm-wide projects, often concentrating on improving efficiency in existing and new systems. Brandon also focuses on developing customized financial models tailored to each client’s unique goals, building strong, trust-based relationships along the way.
Brandon is active in the community and serves on the operating board of Big Brothers Big Sisters of the Greater Miami Valley. Outside of work, he enjoys spending time with his wife, Alyssa, and their two dogs, Toby and Lilly. He is an avid reader, loves to exercise, and enjoys playing euchre with friends and family.
