Brandon joined Oxford Wealth Advisors in 2017 as an associate financial advisor/executive assistant to Lynn B. Thurgood. He continues to learn, grow and develop within the industry and is now a Financial Advisor and an Independent Advisor Representative.
Brandon holds a Life and Health license as well as a Series 65 Investment Advisor Representative license in the state of New Mexico. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Brandon before proceeding further.
Brandon was born in Albuquerque, New Mexico and graduated from Rio Rancho High School in 2005. He attended Eastern Arizona College, where he was fortunate enough to join the basketball team as a walk-on, after only playing basketball his Senior year of High School. Being active and playing sports has been and still continues to be a very big part of Brandon’s life. Brandon has learned many life lessons through his athletic career that he uses to help others as he works and volunteers.
Brandon married his wife Jess in 2015 and they have four beautiful children together. Brandon truly loves helping and serving others and feels that his position at Oxford Wealth allows him to continually grow in those areas. Outside of work, Brandon enjoys spending time with his family, playing sports, woodworking, and taking time to relax to enjoy a good movie or TV show.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Oxford Wealth Advisors, LLC. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
Oxford Wealth Advisors, LLC (OWA) and Insurance Network, Inc. (INI) are independent of Horter Investment Management, LLC (HIM).