Meet the Team

Andy Brandon

Andy is a financial consultant, an accomplished musician, and a deeply compassionate human.  His career in the financial industry began in 2007 with Thrivent Financial, where he sharpened his skills around investment portfolio development, income distribution planning, and legacy planning.  In 2019, Andy began his journey as an independent consultant.  It was at this time that he began cultivating a positive client experience, providing opportunities for clients to align their wealth with their personal principles and aspirations.  Driven by a genuine love for working with his clients, Andy believes in cultivating client relationships that are both personalized and impactful. 

At our firm, we have the client—and only the client—in mind.

Andy lives in Fremont, OH where he devotes much of his time to being a father of 4 children.  Avery, Sunni, Carson and Lyla keep him busy with concerts, sporting events, and family gatherings.  On the rare occasion that being a father leaves a spare moment, Andy enjoys running, and spending time in his music studio creating and jamming.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.