Focus
Brandon assists clients and his fellow team members in all operational needs. He strives to provide clients with exceptional service by listening and understanding their needs.
Background and Experience
Brandon joined our team in the summer of 2021 as a Private Wealth Management Intern. He graduated from the University of Alaska Anchorage with a B.S. in Business Management and officially joined our team as a client assistant upon graduation. Brandon earned the Wealth Management Certified Professional® (WMCP®) designation in January of 2025 and currently holds the FINRA Series 7, and Series 66 exams. He is also licensed in life and health insurance, further expanding his ability to serve clients’ comprehensive financial planning needs.
Raised on a farm in Idaho, Brandon grew up with a firsthand understanding of hard work, responsibility, and the importance of long-term planning—life lessons he now applies to helping clients achieve their financial goals.
Personal Life
Outside the office, Brandon enjoys all that Alaska has to offer, whether it's kayaking the Knik River, or fishing on the Kenai Peninsula. He is also an avid reader in his spare time!