When Brandon Converse left his engineering career to join his brother at the Converse Team, he was motivated by the desire to help others secure their financial future. Don and Ebony dive in with him on how they help make that possible for companies and individuals.
When Brandon Converse left his engineering career to join his brother at the Converse Team, he was motivated by the desire to help others secure their financial future. Don and Ebony dive in with him on how they help make that possible for companies and individuals. On this episode we discuss:
The ways The Converse Team can serve others
How Brandon found his way from being an engineer to the financial services industry
Focusing on the benefit of their clients and teaching others
What makes the Converse Team stand out
Playing the long game
Balancing family and community with business
The advocacy from the Chamber
Who inspires Brandon the most
Brandon graduated from Kansas State University as an Industrial & Manufacturing Systems Engineer in 2005. After spending eight years in the engineering field, he transitioned to the financial sector to pursue ambitions of helping others in their pursuit of financial security. Brandon holds designations as a Chartered Retirement Plans Specialist , Accredited Investment Fiduciary, and Certified Plan Fiduciary Advisor. Brandon also holds his Series 63, 65, Series 7, Life & Accident and Health Producer as a registered investment adviser representative with Raymond James Financial Services Advisors, Inc. Serving clients since 2013, Brandon was key in the formation of The Converse Team.
Brandon and his wife, Tara, reside in Andover and have three children. They are most frequently found at their kids sporting activities and school activities.
The Converse Team specializes in providing independent fiduciary guidance and wealth management services to businesses and individuals. We offer expertise in tax planning strategies through investment related vehicles, taking pride in turning complex topics into easily understandable and actionable items to achieve the desired goals.