Author | Speaker | Financial Advisor
My belief is that the more knowledgeable you feel, the more empowered and confident you will be in making financial decisions. For that reason, education is one of the core fundamentals of my practice and my client relationships at Mainsail Financial Group.
In April 2021, I released my first book, Retire by Design, which shares helpful strategies to help readers design a thoughtful retirement plan. I truly enjoy the synergy that exists between the business and personal sides of life. As much as business is a part of my life, my life is also a part of my business. I strive to bring the two together when possible.
Inspired by his upbringing in a middle-class family where they struggled to reach financial freedom, Brandon wrote Retire by Design to break down the barriers surrounding planning for retirement.
His book inspires families to have conversations about finances. Talking openly about finances is something he wishes his family had done, so he could have avoided making some of the financial mistakes he did. In fact, Brandon still sees the lasting impacts of financial hardships that his family faced, like putting him through college and the struggles of his grandma’s diagnosis of Alzheimer’s Disease, to this day.
Brandon knew that things didn’t have to be this way and that financial freedom doesn’t have to be rocket science. However, he often found that books in this category made things too complicated, leading the reader to feel paralyzed and not take action. If not overly complex, he found that many finance books understated or oversimplified what it takes to truly reach financial success. Retire by Design is both approachable and actionable.
With over a decade of client experience, Brandon is an engaging, educational, and approachable choice to speak on financial topics.
Discover examples of Brandon’s past speaking engagements below.
RIA Summit, October 2022
Market Insights
Curious about Brandon’s perspective on the latest stock market news and the economy? From legislative updates to how to handle market volatility, discover exactly what Brandon is watching.
