His favorite part of the job is seeing the full life cycle of his clients and watching them enjoy their carefully planned retirement carefully.
Joined Lido: 2024
Homebase: Atlanta (Marietta)
Professional Focus: Having always appreciated high functioning and orderly processes, Brandon is focused on helping families organize, coordinate, and implement their financial plan or the best outcome possible.
Education: B.S., Mathematics, Wake Forest University
Previous Work Highlights: Brandon spent the last two decades in a portfolio management/client relationship management role with Crawford Investment Counsel. Additional experience includes Evergreen Investments and Wells Real Estate Funds.
Personal Facts: Outside of work, he enjoys soccer, golf, traveling, food, and spending as much time with his wife, daughter, and son as possible.
