Financial Planner | Investment Adviser Representative
Brandon has been in the financial services industry since 2017. He graduated Summa Cum Laude from Ramapo College with a B.A. in Law and Society. In addition, he received an M.A. in Higher and Post-Secondary Education Administration from Teachers College, Columbia University. Before joining our team, Brandon held various positions at Ramapo College and continued his service even after joining the team, most recently serving as an Adjunct Faculty member for 7 years from Fall 2015 - Spring 2022.
Brandon now serves the local community with a focus on professionals in higher education, business owners and individuals/families. On an ongoing basis, he leads financial literacy workshops to educate faculty and staff, companies and individuals/families about the many topics that impact them now and in the future. In a meeting, he will get to know the individual and their unique circumstance, analyze their competing priorities and offer strategies and solutions to best meet their personal, professional, and financial objectives. Brandon is committed to providing financial advice and education his clients as soon as possible to prepare for and navigate the pivotal moments in life. As a financial planner, Brandon helps his clients make financial decisions with confidence with the mindset that failing to plan is planning to fail.
Brandon has recently moved south to Mount Laurel, New Jersey after spending years in Middlesex County. In his spare time, he enjoys playing competitive baseball each summer, playing the piano, and traveling.