Director of Advanced Planning
Brandt works with individuals, families and closely held businesses in the advanced markets for financial and estate planning, retirement and distribution planning, investment and wealth services, business continuity and transition, and executive benefit planning. Brandt co-creates strategies with his clients using a holistic approach to ensure that they understand the connections between their various financial realms and can make powerful decisions to achieve their goals and dreams, moving them towards their full potential. He coordinates a multi-disciplinary advisory team to bring best-in-class talent to the table for all facets of planning. His focus on the management of cash flows now and in the future allows his clients to realize the true impact of their actions on their wealth. He believes clients are like family and builds lifetime relationships based on trust and integrity.
Brandt, as the Director of Advanced Planning, serves as a resource for other advisors operating with complex strategies. He stays at the forefront of technical developments and has a talent for making the complex easy to understand. He is active in industry organizations, his church, and the arts.
When not working with clients, Brandt can be found with his beautiful wife, Nicole, and his three equally beautiful daughters, Hailey, Afton, and Vaughn. He loves attending football and baseball games, the opera, and scuba diving.