Brandon T. Wann joined the Presidential team in May of 2013. Brandon takes a holistic approach to create a customized financial plan and strategy that aligns with your ambitions and goals. Brandon believes in taking the time to understand your unique family, retirement and investment objectives and aligning them with the proper financial products and services to ensure long term and consistent results.
Staying on top of the ebb and flow in the financial markets requires diligence. Brandon will ensure that your goals will continually be met with consistent and proactive reviews of your investment portfolio. Based on these reviews, Brandon will provide you with additional options to meet any economic and business cycle opportunity. Whether you’re saving for your future college bound child, saving for your retirement, or have a complex estate planning requirement, Brandon and the team at Presidential have the experience to create a solution for you.
Brandon graduated in 2008 from Colorado State University with his Economics Degree. Brandon is deeply rooted in Colorado and loves everything about the state. You will frequently find him enjoying the outdoors in various ways, sun or snow.