Brandon began working at Lincoln Financial Services back in 2011. Prior to his work here, he spent 10 years as a senior consultant and analyst for a global Fortune 500 organization. In this roll, Brandon conducted quantitative and qualitative analysis to determine appropriate service-orientated solutions for companies in all vertical markets, supporting Colorado, Utah, Wyoming, and North & South Dakota, as well as Western Canada including British Columbia, Alberta, Saskatchewan, Manitoba, and the Northern Territories.
Brandon transitioned into management of the family practice in 2015 and took over as owner with Mike’s retirement in 2019. Now, Brandon spends his professional time leveraging his 20+ years of analytical and solutions-based experience either supporting our group clients to engineer the best available benefit solutions for them and their employees, or helping small business and individual & family clients with their financial wellbeing, wealth management and financial & retirement planning needs.
When not working, Brandon enjoys spending time with his children – Audrey, Brianna, Henry & Miles – and his wife Sarah. He is an active instrument-rated Private pilot, enjoys traveling, camping, wood-working, range-shooting & hunting, and pretending to be a decent cook.
Brandon is a Retirement Income Certified Professional (RICP®) as credentialed by the American College of Financial Services. Brandon maintains Series 7, 66, & 24 licenses with FINRA as well as Accident & Health, Life and LTC licenses from the State of Colorado. Brandon is a Life & Qualifying member of the Million Dollar Round Table.