CPA, Financial Advisor
Brandon is an experienced Tax and Financial Professional. He established his Tax and Accounting business in 2007 and joined Legacy Investments in 2011. Brandon provides comprehensive individual and business tax preparation and small business accounting.
Brandon has been a licensed Financial Advisor since 2012. His focus is retirement income planning and investment management. He offers these services with fee-based planning options tailored to the needs of the individual clients and small business owners that he serves.
Brandon has been Dave Ramsey''s Local Provider for tax services since 2009.
Call Brandon today at (608) 772-5223 or (608) 318-2633 to schedule an appointment.
Dave Ramsey and Tax services are not affiliated with nor endorsed by First Allied Securities.