Brandon joined Forvis Mazars Private Client in 2012 and currently leads the wealth management practice in Florida. Brandon also chairs the Forvis Mazars Wealth Advisors, LLC’s Innovation Committee while also serving as the Market Service Leader for Private Client in Florida. He has been part of the wealth management industry since 2004 and provides financial and estate planning services to high-net-worth families.
His expertise includes coordinating investment strategies, retirement planning, financial education, and estate planning. He also assists business owners in understanding the financial implications of selling their companies and developing long-term financial strategies.
Brandon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a member of the Financial Planning Association, a national professional organization for CFP® professionals. His commitment to community service is evident through his past involvement with the planned giving committee of the Indianapolis Zoo and the Avon Junior Athletic Association, and his volunteer work with the 500 Festival and Indiana Sports Corp.
He is a graduate of Indiana University, Bloomington, with a B.S. degree.