With over a decade of experience in financial services, Brandon is passionate about helping clients achieve peace of mind and financial stability. As part of Sequoia’s dedicated wealth planning team, he works closely with clients to develop financial plans that align with their unique needs and personal aspirations.

Brandon is particularly focused on addressing income replacement in retirement, ensuring clients have the resources they need to maintain their lifestyle and pursue their goals. By fostering open and meaningful conversations, he helps clients identify what brings them fulfillment—whether it’s achieving life goals, supporting their well-being, or maximizing the enjoyment of their favorite experiences.

Brandon strives to make financial discussions engaging and relatable, encouraging clients to dream big about how they want to spend their time and resources. For Brandon, success goes beyond financial metrics; it’s about helping clients achieve a fulfilling and secure future.

Brandon holds a B.S. in Business Administration with a Finance major from Kutztown University of Pennsylvania.

Originally from Pennsylvania, he now lives in Columbus, Ohio, with his wife, Jaclyn, and son, Cameron. He enjoys running.