Senior Wealth Manager
As a Senior Wealth Manager, Brandon works with clients on a daily basis. He is a Certified Public Accountant (CPA) who worked as a tax analyst and an auditor at Ametek before joining Sage. Brandon graduated from Lubbock Christian University with B.A.s in Finance and Accounting. He is an Advisory Board Member for the Lubbock Christian University Foundation.
What inspires you about your job?
Being able to help our clients reach their life goals. Almost all life goals have a financial component. When we solve that component, we bring our clients closer to realizing their life goals.
How should people think about investing and their wealth?
Wealth is one tool in your tool belt you can use to accomplish your life goals. The best way to really be successful is to give your wealth a purpose and a plan.