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Brandon Jones, CFP®

Wealth Manager & Shareholder

“The secret of getting ahead is getting started. ”
– Mark Twain

 

A member of Accredited’s Wealth Management group, Brandon is responsible for developing and directing client planning strategies. He also serves as the firm’s director of financial planning, overseeing the evolution and implementation of Accredited’s planning techniques.

Brandon is a member of the financial planning association of Minnesota and enjoys volunteering with Habitat for Humanity.

WHAT EXCITES BRANDON MOST ABOUT HIS WORK?

Brandon enjoys working with families to provide peace of mind knowing that their financial plan is sound and that we are here for them as their financial lives evolve. He focuses on creating value through proactive discussions and implementing planning opportunities and strategies with an internal focus on estate, wealth transfer, and financial independence planning.

PERSONAL PURSUITS

Brandon enjoys spending quality time with his wife, Sarah, and two young sons, Sam and Henry.

Certifications:

University of Wisconsin, Madison – B.S. in Consumer Science & Personal Finance
Certified Financial Planner™