Brandon joined MSA in 2016. Brandon specializes in helping individuals, couples and families identify and select their financial goals and develop, implement, and monitor these comprehensive financial plans. During his time at MSA, Brandon has worked with a diverse group of clients in all stages of their careers and through retirement.
At MSA Financial, Brandon enjoys developing long-term relationships with his clients by creating financial plans tailored to each client’s unique goals that match their risk tolerance and time horizon. Making sure his clients feel confident and comfortable about their financial future is his number one priority.
Brandon achieved his CERTIFIED FINANCIAL PLANNER® certification in 2021. Brandon holds the Series 7 (FINRA General Securities Representative), the Series 63 (NASAA Uniform Securities Agent State Law Examination), the Series 65 (NASAA Uniform Investment Adviser Law Examination), Variable Life and Annuity, and Massachusetts Individual Insurance Producer’s licenses. He is a graduate of Bentley University in Waltham, MA, with a Bachelor of Science in Finance.
Brandon lives in Boston with his wife and their dog, Maple Syrup. He enjoys spending his time on the lakes and mountains of New Hampshire as well as the beaches of Cape Cod. He also enjoys traveling, golfing and is an avid sports fan.