“I’ve lived what happens when families wait too long to plan. My goal is to help make sure yours doesn’t have to.”

If you asked why this work matters to me, it is something I lived through myself.

By the time I was 33, both of my parents had passed away. Neither had life insurance. Neither had done any estate planning. As the oldest child, the responsibility of handling the estate and making major decisions fell on me, all while grieving.

That experience made it painfully clear what happens when families avoid tough conversations and assume there will be time later. The emotional loss is hard enough on its own. Financial confusion on top of that only adds to the burden.

Those moments reshaped how I look at planning and ultimately led me into this profession.

Most people I work with know they should be doing something, they are just not sure where to start. Like getting in shape or eating better, starting is usually the hardest part. Once momentum is built, each step becomes easier.

The focus of my work is helping families with young children, individuals going through major life changes like getting married, buying a home, or starting a business, and those who want a clear path toward retirement. Planning is not about perfection, it is about caring enough to start. The goal is to make sure the people you love are protected, supported, and never left guessing when it matters most.

My approach was shaped long before entering the financial industry. Sixteen years were spent in corporate retail, starting as a part time associate at 18 and working up to Regional Director. Leading teams, managing people through change, and having honest conversations built a foundation of transparency that still guides how I work with clients today. Two years ago, a decision was made to shift careers, spend less time away from my wife and 3 boys, and focus on work that aligned with personal experience and values.

If you have been putting planning off because you are not sure where to start, that is normal. A conversation is often the hardest step...let's take it together.

- Brandon