For Brandon, helping clients find their personal sweet spot, where money and meaning intersect, is of utmost importance. He takes a total life management approach with his clients, and firmly believes that honesty and integrity should never be compromised. Brandon believes that the wealth management and financial planning industry has historically catered to the affluent, and focused more on Baby Boomers than the needs of younger generations. As such, Brandon wants to revamp the traditional financial service model to align with the needs and wants of generations like his, including debt management solutions, leveraging technology to minimize costs, alternative payment plans, and a much more collaborative approach emphasizing the use of money as a tool to live a life they love. This is a group committed to finding an appropriate work / life balance, and a meaningful career they enjoy, even if it means working through several different jobs to find it.
Prior to joining the Financial Independence family, Brandon spent his college years studying Business Administration with a focus in Finance at the University of Rhode Island. Upon graduation, Brandon launched his career in New York City working with investment management firms such as Barnum Financial Group and Merrill Lynch Wealth Management.
Brandon currently resides in Westerly, RI and enjoys taking advantage of the outdoors. He occupies his free time with a number of activities including boating, hiking, skiing, horseback-riding and traveling. Brandon also has a competitive side to him which he attributes to being a successful high school and collegiate athlete.