Meet Brandon


​Brandon began his career in the financial services industry in 2015, after spending the previous 10 years as a health coach and fitness consultant. He continues to embrace his passion for teaching people about fiscal and physical health.

Brandon has played a key role in new business development, financial planning, portfolio management and teaching investors about the growing landscape of sustainability.

Brandon obtained a bachelor’s degree in sports and fitness administration/management from Lock Haven University and continues to maintain his certification as a fitness professional through the National Council on Strength and Fitness (NCSF).

He holds his FINRA Series 66 and 7 Licenses and received his Sustainable/ESG finance certification from NYU/Stern in 2020.

Brandon lives in Ocean, New Jersey. Outside of work, you’ll still find Brandon continuing his education on his own investment philosophy, health and wellness and pursuing his love for travel.  He has traveled to 5 continents, with the goal of reaching all 7, including experiencing the 7 natural wonders of the world.