Brandon began his financial services career in banking and was ultimately hired by Morgan Stanley. While there, he earned the prestigious Chartered Financial Analyst® designation. This highly respected professional credential takes at least 3 years to accomplish and is held by only a small percentage of brokers and advisors. He then went on to obtain the Certified Financial Planner™ designation in 2017, to further underscore our team’s holistic approach to wealth management. He now superbly represents Baird and our team emphasizing estate and financial planning in addition to portfolio management solutions.
Brandon graduated from Western Washington University in March of 2010 with a Bachelor of Arts degree in Business Administration concentrating in Finance, and also a minor in Economics. Born and raised in Skagit County, he graduated from Mount Vernon High School.
Valuing one’s community is so important. We are at our best when we give back to the neighbors and institutions that have supported us along the way. Brandon has enjoyed serving within Rotary and makes his home in Mount Vernon where he and his wife Laura are raising their family.