“I’ve always enjoyed quantitative and qualitative reasoning, so working in wealth management lets me do what I enjoy every day – with the added bonus of being able to help people meet their financial goals.”
As a wealth advisor, Brandon works with clients to help them identify and develop their financial goals. Brandon previously worked on Truepoint’s financial planning team.
Brandon earned a degree in actuarial science from The Ohio State University and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Truepoint and RhineVest, he worked in personal banking for several years as a relationship banker and small business specialist with a focus on the bank’s high net-worth clients.
His local volunteer work includes serving as a mentor at Silverton Paideia Academy through the Cincinnati Youth Collaborative. An avid fan of the Buckeyes, Bengals, and Reds, Brandon also loves golf, gadgets and technology, and anything that can be a competition. He and his wife, Heather, have two young children, Mia and Camden, and a dog named Thor.