"Through financial education and the development of a customized retirement plan, my goal is to help alleviate the stress that finances can have as we work to develop a successful retirement plan."
MaxFacts
Specialties
- Holistic financial and retirement planning
- Insurance
Licenses & Designations
- Series 7 and 66 through LPL Financial
- Michigan Life, Health and Variable products
About Brandon
Since 2010 I have been employed with Lake Michigan Credit Union in various positions. Throughout my career, I encountered many members who would have benefited from financial planning. As an LPL Financial Advisor with MaxWealth Management I am now able to live out my passion of helping you get on the right path towards a successful retirement.
I believe holistic planning is necessary to help you work toward financial security with confidence. Within holistic planning the focus will be on budgeting, debt reduction, accumulation of retirement assets, preserving those assets during your retirement years, and legacy planning for your loved ones. In our meetings we will discuss your goals and develop a customized plan to help strive toward those goals.
When I am not spending time with my wonderful wife and three amazing children, I enjoy playing strategy board games, playing soccer, and being involved in my church. I am a previous board member and currently serve in a leadership role in children’s ministries. I enjoy volunteering in the community and over the years have participated in a number of playground builds, assisted at the Kid’s Food Basket, and helped at the Humane Society of West Michigan, among other volunteer opportunities.