United Capital Private Wealth Counseling
Brandon leads all Wealth Advisors at United Capital, a company focused on reaching beyond the money†to help people make†conscious†decisions about their†entire†financial life. †As one of the founding firms of United Capital, Brandon has helped transform the company from a crazy idea to one of the most innovative and progressive brands in the financial services world.
In his current role, Brandon has three main focuses:†Wealth Advisor Relations where he serves as an advocate and liaison to the firmís growing number of advisers; the firmís MDA (Million Dollar Advisor) Program focused on accountability and coaching, and finally New Advisor Partnerships, where he helps adviser facilitate their transition and new partnership with United Capital.
A recognized champion and leader of Gen X and Y, Brandon frequently lends his unapologetic tone and enthusiasm to various industry forums, social media and other media outlets, such as The Wall Street Journal, SmartMoney, Financial Planning, and Investment News.
Brandon graduated with honors from Texas Tech University and holds a BS in Personal Financial Planning and is a Certified Financial Plannerô Practitioner.† His wife, Shelby, keeps him focused, and their identical, mirror-image twin boys keep him on the move constantly.††