Designations and Licenses

Brandon is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Brandon provides clients with comprehensive wealth management services to help them achieve their goals utilizing an integrated planning approach that incorporates customized strategies to help them grow and protect their wealth.

Prior to joining Mariner, Brandon was the lead wealth advisor at The Mather Group, where he delivered financial planning and investment management services to clients from inception to implementation. In this role, he communicated recommendations and potential strategies such as risk mitigation, asset allocation and location, retirement planning and tax and estate planning. Before that, Brandon was the director of financial planning & managing associate at Felton & Peel Wealth Management. There, he managed the client experience and executed front-, middle- and back-office tasks from onboarding to plan delivery.

Brandon has a bachelor’s degree in management and finance from Tulane University.

Personal Interests

Brandon is a board member of the Financial Planning Association, Georgia Chapter, where he is also an executive committee member and secretary. He served on the Advisory Council Executive Committee for OneFPA from 2020 to 2022 and prior to that was membership director and treasurer. He has been a pro bono volunteer with the FPA since 2018.