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 DC plans, DB plans, institutional products, retirement accounts, and other employee benefits. In addition to the CFP® designation, Brandon also holds the MPAS® and CRPC® designations.
Brandon grew up in Austin, Texas, and currently teaches in Dallas. 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 university honor's department. Brandon is a FINRA arbitrator and holds a Master's of Science in Personal 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 live review classes and offers private exam tutoring.
Brandon is an adjunct faculty member at the University of Dallas and teaches Live Review classes around the U.S.