AEP, CTFA, CPWA, CIMA, CEPA, CM&AA, CVB, CVGA
Brandon is a founding partner at Mosaic. Prior to forming Mosaic, he was employed by some of the largest financial services firms in the country. This experience provided Brandon with the opportunity to work with hundreds of business owners, their families, and their professional advisory teams and, in turn, helped hone his skills in the areas of business, tax, charitable, and asset protection planning. He utilizes his intimate knowledge of the challenges facing successful families to help our clients deal with the myriad of issues and complications that come with success. Born in Southern California, Brandon relocated to Houston in 2006 after completing his studies at California State University, San Bernardino. He has continued his professional development by participating in industry study groups, regularly attending technical conferences and earning multiple professional designations. In addition, Brandon has taught courses in business succession planning at Southern Methodist University & estate planning at the University of Houston. He also serves as a business mentor for the SURE Program a non-profit sponsored by the University of Houston. When not in the office or at the gym, Brandon is likely looking for his next action-packed adventure in a remote part of the world.