Director of Planning & Strategy
With over a decade of finance services experience, Brandon Fresard realized that there had to be more available to his financial planning clients. 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.