Brandon’s journey into financial planning began long before his first client meeting. Growing up in Plymouth, he was always drawn to understanding how things worked — especially when it came to numbers. At Bryant University, he majored in accounting and minored in legal studies, building a strong foundation in financial principles. But it wasn’t until he stepped into the professional world that Brandon discovered his true passion: helping individuals navigate life’s financial complexities and work toward their goals.

Shortly after graduating, Brandon joined the Waymark team, where he has spent his entire career for over 15 years. Today, as a CERTIFIED FINANCIAL PLANNER™ professional, he brings both technical expertise and a client-centered approach to his work. Whether addressing complex client service needs or fine-tuning investment portfolios, Brandon stays up to date with the ever-evolving financial landscape to deliver thoughtful, customized financial guidance.

Outside of work, Brandon still calls Plymouth home, where he lives with his wife, Jessie, their three children — Ainsley, Zoey, and Wesley — and their two dogs, Enzo and Nico. Summers are often spent boating around Plymouth Bay or enjoying long days at the beach. A lifelong Disney enthusiast, Brandon grew up taking annual trips to Walt Disney World with his parents—a tradition he now continues with his own family. While he’s always ready to help clients with their financial goals, he’s equally happy to offer advice on planning the perfect Disney vacation.