Client Relationship Manager

Branden has multiple years of experience working in the Financial Services industry. He enjoys communicating with clients and working with teams to promote relationship building. Branden graduated from Michigan State University in 2016, with his Bachelor's Degree in Finance. Since then, he has attained the CERTIFIED FINANCIAL PLANNER™ certification. Branden chose this industry because he enjoys working with a team of advisors and helping clients achieve their financial goals. Prior to joining Portfolio Solutions®, Branden worked as a Client Associate at a Birmingham, Michigan advisory firm and in a similar role for a financial advisory firm in Kalamazoo, Michigan. Branden also obtained his National Life and Health Insurance Producer license in addition to the Series 65 license while working in his previous positions.

Areas of Experience:

  • Investment Guidance
  • Retirement Planning
  • Retirement Distribution Planning
  • Client Relationship Management
  • Account Distributions and Contributions
  • Account Openings and Transfers
  • Cash Requests
  • Required Minimum Distributions
  • Financial Industry Operations