Brandon began his wealth management career in 2009. Prior to joining Mercer Advisors, he provided comprehensive financial planning services to his high-net-worth clients as a financial planner at Yerkes Financial Advisors, a wealth advisory associate at Key Private Bank, and most recently as a financial planner at Summit Financial Strategies. Brandon’s areas of expertise include asset allocation, tax planning, cash flow management, and retirement planning. He graduated from The Ohio State University where he majored in Family Financial Management with a Financial Planning specialization. Brandon is registered as an Investment Advisor Representative.