Brandon is a partner and the director of planning services for Cambridge Financial Services. He began his career working for an international consulting firm as an analyst until he decided to channel his experience and expertise into a new business venture in personal financial consulting, which he has been doing for over two decades. In his role, Brandon analyzes the financial, legal, and tax implications of each client’s plan and then summarizes his findings and recommendations into a written report. Brandon’s ability to put clients at ease, gain an understanding of their needs and objectives, find the inefficiencies in their plan, and then be able to communicate it all clearly, makes him a valuable partner in the wealth creation journey.
Brandon and his wife Marilee are the parents of five children. When he’s not buried in a client’s plan, Brandon is exploring the trails of Arizona with his family, reading, writing, or working a fly rod on a lazy river.