Director of Planning & Strategy Operations
After a decade of experience in financial services with major institutions, Brandon Fresard knew there had to be a more personalized way to help people. Brandon was not content on having limited product offerings and being constrained to basic investment strategies. Brandon has worked at some of the top tier financial services companies and it was while he was an advisor with J. P. Morgan that he met Brian. Brandon continued to have an open line of communication with his former colleague throughout the years and saw the difference in what a private practice could offer clients.
Brandon has a passion for financial markets and believes that everyone has different life experiences that offer different perspectives. He understands that there is no one size fits all approach to financial planning. The most important part in any financial plan is making sure that our client understands the plan and that our client is comfortable with the plan.
Brandon holds a BBA in Finance from Midwestern State University. He and his wife, Heather live in Little Elm, Texas. They are proud parents of their son Knox.