Meet Brandon


​Brandon began his career in the financial services industry in 2015, by helping wealth advisors position their clients for financial success and freedom. He spent 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.

He plays a key role in new business development, comprehensive wealth planning, leadership, and portfolio management for the Gold Private Client team.

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 License 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 in investor behavior, the growing landscape of financial planning and investment philosophies, health and wellness and pursuing his love for travel. In 2023, he completed a lifelong goal of traveling to all 7 continents, with a continued goal of reaching all 7 old natural wonders of the world and all 7 new natural wonders of the world. He has currently achieved 7-4-3.