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Financial Planner
Brandon J Wellman, CFP®, RICP
Brandon has been in the financial sector for 14 years. His background in retail and restaurant management has proven valuable when working with clients. An educator at heart, Brandon enjoys helping other advisors learn the craft. He is deeply involved with MDRT, an association for financial advisors.
Outside of the office, you can find Brandon enjoying family and friends, playing board games, and experimenting with new recipes and tacos. Recently, Brandon has been quite devoted to his physical fitness, a passion shared with his business partners.
Brandon, CERTIFIED FINANCIAL PLANNER®, is focused on financial freedom for his clients. As a founding member of Navigator Wealth Strategies, he stays committed to professional development.
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