
As a Senior Vice President at Seventy2 Capital, Brandon takes a thoughtful approach to listen to clients’ goals, values, and priorities – whether it’s growing wealth, preservation, planning for retirement, or leaving a legacy. From there, he creates a customized strategy that integrates investment management, tax efficiency, estate planning strategies, and risk management. During this process, he believes in proactive communication, transparency, and aligning financial decisions with what matters most to each client. While Brandon builds out your plan, his goal is also to build a lifelong partner in helping clients make smart decisions through every stage of their life and market cycles.
Brandon has honed his expertise in the financial services industry for fifteen years. Prior to joining Seventy2 Capital, he worked as a Financial Advisor at Wells Fargo Advisors, Ameriprise, and KPMG, focusing on Capital Markets and Banking.
Outside of work, Brandon enjoys spending time with his wife and kids and their family dog. He also loves golfing, hiking, and skiing. Brandon received his Bachelor’s degree in Business Administration from Salem State University.
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