Drawing from life experience and a solid understanding of financial planning and advisory work, Brandon takes a holistic approach to wealth management, looking at every aspect of someone’s financial life to ensure all the pieces are working efficiently together. He helps his clients better understand the complexities of risk management, cash flow, tax analysis, investment management, education and college planning, debt use, business succession, retirement income planning,
and estate/trust planning, to name a few.
His professional career began with a large national bank as a mortgage wholesaler. After working for five years growing territory in this role, it became clear to Brandon that his passion was in helping people with their personal finances and building his own clientele. He then began his career as a Wealth Management Advisor with Northwestern Mutual. After seven successful years at Northwestern Mutual he was recruited to help build Franklin Synergy Bank’s Wealth Management and Trust Department. As one of the fastest growing banks in TN, Franklin Synergy had the added bonus of being affiliated with a world class broker dealer, Raymond James. Leveraging the Raymond James platform has provided Brandon the flexibility to offer his clients the wholistic financial advisory experience for which he is known; an experience that is built on a solid platform of tools, support, and resources that help in truly addressing his clients’ unique needs.
Introduced to COVA Wealth Management via a mutual friend, Brandon saw the opportunity to become part of a truly independent team that could leverage skills, experiences, and knowledge to run their own business and best serve their clients. Collectively the firm has over 100 years of investment industry experience and utilizes the same Raymond James platform Brandon and his clients have come to rely on. As a Partner of the firm, Brandon couldn’t be more excited about what the future holds for his clients and his family.
When he has free time, Brandon enjoys spending time with his family, golfing, hiking, and mountain biking. Still actively involved with the Notre Dame Club of Nashville, Brandon also hosts an annual
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of this investment professional on FINRA’s BrokerCheck