With an expertise in asset preservation, income generation and panoramic retirement needs analysis Brandon was a natural fit to join the CFS team as a Director of Retirement Security. Prior to joining CFS' Retirement Security Division, Brandon spent years as a policy service manager working side by side with members of labor unions, credit unions, associations and their families. Brandon helped people navigate their financial uncertainty with a variety of planning strategies and vehicles that provide security, wealth accumulation and family protection. The most enjoyable part of his career is working with people while navigating their personal financial Roadmap.
Through CFS' seminar and workshop programs, Brandon provides professional education to those individuals near or in retirement on topics including, but not limited to, IRA Distribution, RMD Optimization, Long Term Care Planning, Asset Protection Planning, Retirement Tax Mitigation and Social Security Retirement Solutions.
Brandon studied Political Science, Pre-Law and Economics at Michigan State University. Additionally, he has been recognized by a past President for his volunteer leadership role in mobilizing Michigan State's economic youth movement. Brandon resides in Royal Oak, Michigan with his wife and son, Sterling. In his free time he enjoys weightlifting, cooking, sports and coaching little league baseball.