Brandon serves as Director of Client Experience and Operations in the Matthews office. He has spent his entire career in financial services with a focus on creating products and services that meet customer needs. He loves data and is passionate about using it to streamline business processes to serve customers better.
He spent a portion of his career in financial technology, and thoroughly enjoys breaking down complex concepts into simple, digestible language.
Brandon also holds Life, Health, Medicare Supplement, and Long Term Care Insurance licenses for North Carolina.
Brandon has lived in North Carolina his entire life, calling Raleigh home for the last 8 years before moving to Matthews to join the family business. When he isn't at the office, Brandon enjoys playing soccer, practicing his clarinet, and cooking new recipes.