Brandan leads a disciplined financial planning team alongside his Junior Financial Planner, Whit, and his Practice and Client Relationship Manager, Sara. Together, they execute an established, repeatable process for every client—supported by systems and reinforced by clear protocols.
Before entering financial planning, Brandan spent 15 years serving in the U.S. Army as a combat medic and later as an infantry officer. That experience continues to shape how he leads today.
A golden thread runs through Brandan’s many professional lives: Servant Leadership.
From his experiences in life, war, and leadership, three core attributes have emerged that drive how he operates.
First, his faith and family serve as the foundation of everything he is.
Second, he approaches every situation by identifying and eliminating risks and vulnerabilities—skills that have safeguarded both lives and livelihoods.
Third, he believes that people are the most critical asset. People are the mission.
These principles form the foundation of the practice he has built. Every step in the process is intentional. The team only does things that matter.
Brandan is committed to eliminating the three most common mistakes plaguing the financial planning industry. He built a process from the ground up to solve for them.
Most financial plans don’t fail because of bad investments—they fail because the foundation was never built correctly in the first place.
That is where his work begins.
His team remains anchored to its identity, values, and execution standards. They do not deviate.
The approach is structured and disciplined. They remain focused on tailored strategies that close gaps, reduce risk, and build lives, wealth, and legacies through consistent execution.
His clients do not get theory. They get a plan—and they implement it.
The Framework:
VISION sets the destination.
STRATEGY defines how they win.
PROCESS maps the path.
SYSTEM supports execution.
PROTOCOLS enforce consistency.
VISION becomes reality.
That is how Brandan and his team run the practice. That is how they help clients move toward meaningful, lasting, and desired outcomes.
Brandan and his family live in Arrington, Tennessee. Outside of work, he can often be found playing or watching hockey, working on his golf game, or staying consistent in the gym. He enjoys spending time outdoors—on trails, around a campfire, or on weekend trips with his family. Together, they enjoy live music, a great movie, and sharing a good meal.