Since beginning with the firm in 2011, Brandon has added a wealth of analytical and consultative experience to Lincoln Financial Services. 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 top 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.
At Lincoln Financial Services, Brandon splits his time between working with our group clients, and with our individual investing, financial and retirement planning clients. Working with our individuals, Brandon focuses on applying his quantitative and qualitative approach to help our clients determine what their needs, goals and objectives are. From there, he provides education to our clients on potential solutions, plan designs and investment strategies suited to their goals and objectives that will help them realize their goals, ultimately allowing for them to make informed decisions on their financial future.
With 15 years of analytical and solutions-based experience, Brandon is also able to work effectively with our group clients to engineer appropriate benefit solutions, increasing benefits to our group’s employees while minimizing the group’s overall financial outlay to combat the never-ending escalation in benefits costs.
When not working, Brandon enjoys spending time with his daughters Audrey & Brianna, his wife Sarah, and his dogs Buckley & Piper. He enjoys traveling, camping, technology, wood-working, range-shooting and pretending to be a decent cook.