Brandon worked at Fidelity Investments for 14 years in a variety
of leadership roles focusing on workplace benefits and financial plan
delivery. During his tenure there he helped launch their executive
compensation group, workplace guidance department, and was in charge of
operational execution for over 300 financial planning professionals. These
teams address a myriad of investment issues specializing in employee benefits
like, DC plans, DB plans, company stock and option plans, employer insurance
programs, and all of Fidelity’s personal investing products, accounts, and
services. Brandon holds his Series 7, 9, 10, and 66 licenses as well as the
CRPC®, MPAS®, and CFP® designations.
Brandon currently teaches in Dallas, but grew up in Austin, Texas. He attended McNeil High School and was recognized as a National Merit Scholar, National AP Scholar, and graduated top ten in his class. He earned his undergraduate degree studying English and Philosophy from Texas A&M University. There, he was recognized as a University Scholar and Lechner Scholar by the honor’s department. Brandon also holds a Master’s of Science in Personal Financial Planning and is currently working towards his FP&A™ designation specializing in corporate financial planning.
In his spare time Brandon is a member of the Dallas Fort Worth FPA® chapter and likes to read, write, play tennis, and work on home improvement projects. He currently teaches Zahn Live Review classes and is an adjunct faculty member for the University of Dallas CFP® Certification Professional Education Program.