Brandon joined our team back in 2012 when we were still a Division of the Hendershot Financial Group. With a Master’s Degree in Finance from the Robert H. Smith School of Business at the University of Maryland, Brandon served as a key member of our team as a Client Services Associate, and later as our Operations Specialists.
Brandon now works directly with all clients as a Partner and Financial Advisor with Gallagher Wealth Management Services, LLC. He brings significant analytical skills and academia perspective to the portfolio development and risk management strategies we employ across all client portfolios. Brandon is heavily relied upon to ‘stress-test’ a client’s portfolio design for unnecessary market risk, and to provide appropriate, strategic management techniques.