Brandon P Neumann

I come from a family that values hard work, our faith, laughter and relationships. My brothers and I were raised to "seek first to understand" and "see others at their best".

My clients have taught me that what's most important is living healthy, family, their purpose and financial security. We partner together and create a customized investment and financial strategy to make the most of their resources, so they can focus on what's most important in their lives.

We're excited to plan ahead with our clients but understand that life happens, and transitions can be sudden. We communicate regularly and are...