Brandon J Wellman, CFP®, RICP

Brandon worked in retail and restaurant management while earning his bachelor’s degree in English Literature. An educator at heart, Brandon enjoys helping clients understand their investment options and develop plans to reach their financial goals. Outside of the office, you can find Brandon hanging out with 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.