As Brio’s founder, much of the team’s culture comes from Brandon. His commitment to clients’ best interests — and focus on building a firm where people can feel comfortable and have fun — drives how our team operates each day.

Brandon specializes in supporting the unique needs of non-traditional families, and he is proud to serve our region in all its diversity. He develops financial plans unique to his clients’ specific values and dreams, and works to ensure that they are responsibly managing and protecting their assets. Brandon understands that both life and wealth can be complex, and he is passionate about helping clients navigate whatever paths they walk down.

Deeply analytical and truly open-minded, Brandon’s work as a wealth advisor covers all areas of client’s financial lives. From addressing concentrated stock positions and planning for retirement to managing family dynamics and beyond, Brandon offers each client the attention and care they need

CA Insurance #0C88907