As part of the client Case Design Team, I assist our Wealth Coaches for our client meeting discussions by collecting and preparing the necessary documentation, analysis, and recommendations to accomplish our clients’ objectives. For our clients, this includes our comprehensive approach to investment research selection, estate distribution planning, financial independence strategies, tax planning, and wealth legacy strategies.
Upon graduation from Iowa State University, I began working in the financial services industry with a large national bank. Now I apply my knowledge and experience to help the coaching process of proper wealth management and wealth legacies for the best interests of our clients at Advanced Wealth Management Group.
Outside of the office I enjoy hockey, writing, photography, computers, and other various technology related interests. I have a lengthy track record of community volunteer work with various organizations, including the Special Olympics and Boy Scouts of America. I also enjoy learning about my Native American heritage and exploring the traditions and customs of other ethnicities.
Brandon is a Registered Administrative Assistant of Cetera Advisor Networks LLC.