Brandon joined Annette’s financial team in October of 2016. He holds his Series 7 securities registration and currently serves as a Registered Portfolio Assistant for Compass Wealth Solutions. In that role, he provides performance and asset allocation reports, research and analysis of funds, financial/goal planning analysis and he assists the Wealth Advisors with their marketing efforts. He focuses on maintaining a high level of service for our clients and is available to field investor service or administrative questions.
Before joining the financial services industry, he was in secondary education as a High School Mathematics teacher for eight years. He taught at Union Jr/Sr High School for six years and two years at Monroe Central High School. Brandon spent those eight years coaching football, wrestling, and track. Before that, he spent four years playing varsity football for the Earlham Quakers while attending Earlham College. He graduated in 2007 with a Bachelor’s Degree in Mathematics and a minor in Education.
Brandon resides in Winchester, Indiana with his wife, Nicole, their 2 childeren, Maddox and Madelyn, and their dog Mercedes. When he isn’t serving clients, his interests are weight lifting, watching sporting events, listening to leadership and military/history podcasts, and spending time with his family.