Email Me
$6.9 trn
UBS Group invested assets
As of 10/29/2025
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
First Vice President–Wealth Management
Brandon has a passion for helping individuals, families, businesses and institutions build, manage, preserve and transition wealth over time using client-focused investment planning strategies based on prudent and proactive risk management. He has focused his career on living honestly with discretion, integrity, privacy, leadership & loyalty to achieve success as his clients define it.
Brandon was raised in Devine, TX, studied Economics & Linguistics at The University of Texas San Antonio and has worked in the financial industry since 2001. During his 22+ year career, Brandon has earned multiple securities (6,7,31,63,65) & insurance licenses as well as many professional accreditations.
Brandon and his family live Alamo Heights and belong to Alamo Heights Presbyterian Church where they are actively involved in volunteerism and Scouting. In their free time, they enjoy traveling, spending time at their ranch raising cattle and other animals, gardening and practicing land and wildlife stewardship. Brandon loves traveling the world, hiking mountains, hunting for food, fishing and being in the wilderness.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
Brandon has a passion for helping individuals, families, businesses and institutions build, manage, preserve and transition wealth over time using client-focused investment planning strategies based on prudent and proactive risk management. He has focused his career on living honestly with discretion, integrity, privacy, leadership & loyalty to achieve success as his clients define it.
Brandon was raised in Devine, TX, studied Economics & Linguistics at The University of Texas San Antonio and has worked in the financial industry since 2001. During his 22+ year career, Brandon has earned multiple securities (6,7,31,63,65) & insurance licenses as well as many professional accreditations.
Brandon and his family live Alamo Heights and belong to Alamo Heights Presbyterian Church where they are actively involved in volunteerism and Scouting. In their free time, they enjoy traveling, spending time at their ranch raising cattle and other animals, gardening and practicing land and wildlife stewardship. Brandon loves traveling the world, hiking mountains, hunting for food, fishing and being in the wilderness.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
