Brandon did not grow up with the desire to be a financial planner. It was the game of basketball that first garnered his interest. Yet shortly after he stopped playing competitively, he found a new passion- entrepreneurship and investing. At Boston University, he naturally gravitated towards the world of finance and realized that becoming a financial advisor was his destined career path. "I am able to combine two of my passions-helping people and nerding out over economics, investment and financial strategies."
Brandon works closely with business owners, successful professionals, and retirees to guide them through a broad range of financial decisions. He is particularly focused on helping basketball coaches and professional athletes accumulate and protect their wealth. Along with understanding the unique challenges and opportunities for them, he applies key elements of basketball strategy to financial planning ensuring his clients are becoming educated during the process.
Through Brandon's passion, integrity, client focus and technical expertise, he has achieved success early in his career. In just his first year in the business, Brandon was awarded the national developing advisor of the year as a member of the retirement benefits group. He is a qualifying member of the prestigious Million Dollar Round Table (MDRT), an international network of the top 5% of financial professionals globally who serve their clients with exemplary performance and convey the highest standards of ethics. In addition, Boston magazine named Brandon a Five Star Wealth Manager (2018 and 2019) and was named one of the 500 fastest growing advisors by wealth management.com. He is a member of the Boston Estate Planning Council, actively involved with The Jewish Federation of Boston, and an avid fan of all things basketball.
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