As a Certified Private Wealth Advisor (CPWA®) and the visionary behind Modernize Wealth, Brandon uses his experience – balancing a growing family with the business – to educate and empower his clients.
Joining the family business in 2009 was an easy decision for Brandon. Driven to help others, Brandon is always thinking, continually learning, and constantly evolving new solutions for Modernize Wealth clients.
As CEO of Modernize Wealth, Brandon leads our innovation. His modern thinking, combined with John’s extensive industry experience, has created a unique approach to wealth management in Arizona.
Brandon earned the Certified Exit Planning Advisor (CEPA®) designation following an MBA-style program, run by the Exit Planning Institute, that trains and certifies qualified professional advisors in this very important field.
The idea of helping clients make sound financial decisions and create generational wealth for their families is of utmost importance to Brandon, especially as he has a growing a family of his own. Brandon and his wife Elizabeth have two young children – son Jack, and daughter Avery. Nothing is more important to Brandon than building a legacy for their future, and for the future of our clients’ families.