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Brandon O. Patrick, AIF, RICP, CPFA

Brandon O. Patrick, AIF, RICP, CPFA

Managing Partner

After Graduating with a degree in Finance from the David Eccles School of Business at the University of Utah, Brandon worked as a project accountant for a global engineering firm. Given his passion and desire to help others achieve their financial goals he then decided to pursue a career as a Financial Advisor. Brandon entered the Financial Services Industry in 2009 and has since focused his attention on retirement planning. Brandon is recognized as a Retirement Benefits Specialist for tax sheltered plans, holds his RICP designation (Registered Income Certified Professional) which he earned through the American College, has been awarded the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies™ (the Center), and is recognized as a Certified Plan Fiduciary Advisor (CPFA) which he obtained through the National Association of Plan Advisors (NAPA). Brandon works closely with individuals, families, and institutions in developing and implementing strategies in the areas of wealth accumulation, retirement distribution, and asset protection.