Brandon helps individuals, households, and business owners identify and strive to achieve their short and long-term lifestyle and financial goals through forecasting and customized financial planning.
Prior to joining Axex, Brandon had a successful career as a fundraising consultant, helping non-profit organizations reach their fundraising goals. He also has experience in the mortgage lending industry, and personally invests in residential real estate.
Brandon brings his unique background, including his formal economics education, investment experience, and consulting expertise to bear in helping his clients feel secure in their financial futures.
Outside of the Axex office, you can find Brandon up in the mountains or down in the desert, either skiing or mountain biking with friends.