NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Brandon founded Coastline Complete Wealth with one goal in mind – to better serve his clients. He had a 13 year career with a large national firm; where he mentored many advisors, won several awards, and served in numerous leadership roles.
“We believe a great financial plan is more than just monitoring an investment portfolio. It's making sure our clients have a clearly defined estate plan that aims to maximize earnings potential, is tax efficient, and helps to achieve clients' long term financial goals. Perhaps the most important part of this is consistent communication with our clients and making the necessary adjustments as their lives change."
In 2023, Brandon was recognized by Forbes as a Best-in-State Wealth Advisor* in South Carolina. He is a graduate of Ball State University, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Financial Fiduciary® and he earned the Accredited Asset Management Specialist certification through the College of Financial Planning.
Being from the Midwest, Brandon is still excited about all the Lowcountry has to offer. He and his wife of 15 years, Amanda, love to be outdoors with their two young daughters, Hannah and Caroline.
*2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.