Wichita Chamber Business Accelerator is a weekly podcast devoted to supporting and learning from area business owners.
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 with an Engineering degree in Industrial & Manufacturing Systems 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, Certified Plan Fiduciary Advisor, Life & Accident and Health Producer and is a registered investment adviser representative with Raymond James Financial Services Advisors, Inc. Brandon also holds his Series 63, Series 65 and Series 7. Serving clients since 2013, Brandon was key in the formation of The Converse Team.
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.
Brandon and his wife, Tara, reside in Andover and have three children. They are most frequently found at their kids sports and school activities.