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bio
As President of Retirement Services, Brandon leads intellicents’ efforts to support employers and their people through smart, strategic retirement plan design and education. Since joining intellicents in 2018, he’s helped bridge the gap between corporate retirement plan strategy and individual financial wellness, ensuring both employers and employees have what they need to succeed.
Brandon has more than fifteen years of experience across the financial services landscape. He’s held roles at Hartford Mutual Funds and American Century Investments, where he deepened his understanding of investment management. He also spent part of his career at The Standard and Transamerica Retirement Services, two national recordkeeping firms, building expertise in plan operations and participant outcomes.
Brandon brings a steady, experienced hand to every relationship, helping organizations build plans that work today and adapt for tomorrow.
education & certifications
Brandon graduated from the University of Kansas with a degree in Finance and previously passed securities exams and insurance licenses:
Series 6 - Investment Company and Variable Contracts Representative
Series 63 - Uniform Securities Agent
Series 65 - Uniform Investment Adviser
AIF® - Accredited Investment Fiduciary
RICP® - Retirement Income Certified Professional
Life and Accident/Health Insurance
my idea of living the dream
What matters most to me is being able to make smart, confident financial choices that support the life I want for my family.
this is my dream job
Helping people make meaningful financial decisions—and seeing the impact those choices have on their lives and families—is incredibly rewarding to me. I’ve always loved building relationships and supporting people as they work toward their goals, whatever those may be. Getting to do that every day alongside some of the best colleagues and clients around truly makes this work a dream.
this is how i make it real
My ideal weekend includes a little bit of everything I love—time with my wife, Bailey, and daughters, Sylvia, Quinn, and Maren, catching up with friends and family, a round of golf with a cold drink in hand, and cheering on any Kansas City team—especially the Jayhawks and Chiefs!