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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Instilling financial confidence
Brandon brings more than 16 years of experience working closely with clients to address their financial and retirement planning needs. With a desire to help clients gain financial confidence, he is adept at creating an environment where they feel comfortable asking questions and where they can feel they have been heard. His integrity and transparency help him create relationships based on trust and open communication. With this foundation, he helps clients develop and implement comprehensive financial plans to guide their decisions as they move toward their goals.
With a background in finance and management, it was important to Brandon to find a career that allowed him to help people solve challenges and improve their financial lives. He takes the time needed to listen to clients and what they want to accomplish. The tailored strategies and plans he develops are flexible, and he helps ensure that they stay aligned as each client’s life
circumstances and goals change over time.
Past Experience
– Financial Advisor, Smith Barney
– Strategic partner, Sage Partners, UBS Financial Services Inc., 2012 to present
Life
– Brandon is active in his community and served as a board trustee of Salt Lake’s Legal Aid Society from 2013 to 2016.
– An avid golfer- he is the Woods Cross High School Girls Golf Coach.
– He enjoys time with his wife Christie and their six children, watching them play sports and other extra-curricular activities.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Instilling financial confidence
Brandon brings more than 16 years of experience working closely with clients to address their financial and retirement planning needs. With a desire to help clients gain financial confidence, he is adept at creating an environment where they feel comfortable asking questions and where they can feel they have been heard. His integrity and transparency help him create relationships based on trust and open communication. With this foundation, he helps clients develop and implement comprehensive financial plans to guide their decisions as they move toward their goals.
With a background in finance and management, it was important to Brandon to find a career that allowed him to help people solve challenges and improve their financial lives. He takes the time needed to listen to clients and what they want to accomplish. The tailored strategies and plans he develops are flexible, and he helps ensure that they stay aligned as each client’s life
circumstances and goals change over time.
Past Experience
– Financial Advisor, Smith Barney
– Strategic partner, Sage Partners, UBS Financial Services Inc., 2012 to present
Life
– Brandon is active in his community and served as a board trustee of Salt Lake’s Legal Aid Society from 2013 to 2016.
– An avid golfer- he is the Woods Cross High School Girls Golf Coach.
– He enjoys time with his wife Christie and their six children, watching them play sports and other extra-curricular activities.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
