As a managing partner of Legatum Wealth Advisors, Brandon is an experienced wealth advisor who assists his clients in achieving their goals through a customized, value-based process addressing all aspects of financial planning including investments, insurance, estate planning, college funding, and retirement. As a father of two children, Brandon personally understands the challenges parents face in preparing for college and he specializes in college education planning to help them navigate the stress and expenses related to higher education.
As the son of financial advisors, Brandon began his career in 2010 with Waddell & Reed and then co-founded Legatum Wealth Advisors in 2021. He is a lifelong Illinois resident and resides in the western suburbs with his family.