Brandon has been a licensed financial advisor with our team since 2015. He focuses on an array of financial services which include retirement planning, investment planning, insurance planning, and college planning. His experience as an advisor on over 40 401k plans means he educates clients of all backgrounds on the importance of having a proper financial plan for their future. Brandon graduated from Syracuse University in 2014 with a degree in Psychology and has a certificate in financial planning from the NYU School of Professional Studies. He is a Financial Industry Regulatory Authority General Securities Representative (Series 7) and a State Securities Agent (Series 63).
Registered Investment Advisor Representative (Series 65) and New York State Insurance licensed for Life, Accident, and Health insurance.
At the age of eleven, Brandon discovered his passion for driving race cars and has since competed in both local and national divisions.
Brandon currently resides in Rochester, New York.
Check the background of this investment professional on FINRA’s BrokerCheck.