Brandon is a professional with a strong educational background in finance and accounting. He has experience in financial analysis, having worked with both bank and municipal entities. His study abroad program on financial markets, federal funds rates, and market returns, has given him a unique perspective and understanding of financial markets and trends, which he brings to his role. Since joining the team in 2020, his understanding of financial and accounting principles paired with his ability to gather, analyze and interpret market data, have contributed to existing and prospective ESOP valuations.

Brandon’s credentials further showcase his expertise in the field. He holds the FMVA (Financial Modeling & Valuation Analyst) certification from the Corporate Finance Institute, which is a globally recognized and respected certification for finance professionals.

Education and Professional Licenses

  • BS – Finance & Accounting – University of Minnesota – Twin Cities
  • FMVA® – Certified Financial Modeling & Valuation Analyst
  • ABV – Accredited in Business Valuation

Professional Affiliations/Association Memberships

  • Member – American Institute of CPAs (AICPA)