Brandon has worked with private clients for over 26 years, specializing in ultra-high-net-worth planning and execution. He has extensive experience designing and implementing customized strategies across financial planning, investment management, and estate planning. Over the years, he has coordinated teams of professionals to help clients achieve their long-term goals while simplifying the complexities of wealth.

As Managing Partner, Brandon launched and leads the Houston office of Wealth Partners Alliance. Prior to WPA, he spent 15 years at Wells Fargo as a Managing Director and Private Wealth Advisor, where he was named to the President’s Council for 10 consecutive years. Earlier in his career, he founded and managed Pelican Financial Group. Brandon holds a BBA from Texas Tech University and an MBA in Finance from Tulane University.

In addition to his client work, Brandon is active in the Houston community. He currently serves on the Regional Board for KIPP Academy and is a Past President of the PKD Foundation in Houston.

Outside of work, Brandon values time with his family and enjoys an active lifestyle. His hobbies include golf, fishing, tennis, and pickleball, as well as exploring Houston’s ever-growing food scene.

Brandon's favorite things to enjoy in Houston

• Discovering new restaurants
• Catching an Astros game