“Have a plan for life’s unexpected. You only get one retirement. Make sure you’re doing everything you can to have a successful one.”
As a managing partner for our firm, Brandon is responsible for creating a good culture throughout our company while setting the mission and vision for the future of our firm. Ultimately, though, the most important work for Brandon is at the table with his clients, creating retirement plans. He shares his brother David Jr.’s inspiration for the work and its community impact, looking up to his father, David Sr., who started the company.
“I’ve always wanted to get into an industry where I could be a part of a team and truly make a difference in people’s lives,” says Brandon.
Brandon’s work with clients focuses on five key areas: income, investments, taxes, health care and legacy planning. He’s a graduate of Westminster College with a degree in finance and business administration. His writing on retirement has been published in Kiplinger, and he co-authored a book with his brother David Jr. called “Capitalize on Retirement.”
Brandon lives in Cranberry Township and is engaged to marry the love of his life, Ashley. He has a miniature goldendoodle named Enzo, and in his spare time likes to stay active with hiking, skiing and traveling. Brandon is also a former college basketball player, so challenge him to a game of one-on-one!
The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.