Brandon joined the firm in 2003. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Brandon is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®) designations.
Prior to joining Financial Reserve, Brandon worked at the accounting firm Isler Northwest, LLC and with the Montana Legislative Audit Division. Raised in Montana, Brandon earned his B.A. in accounting from Carroll College in Helena, Montana.
Brandon and his wife, Gretchen, have two children, Isaac and Morgan. Brandon enjoys spending time with family and friends, biking, hiking, skiing, reading and traveling.