In his new role he’ll be expanding his work in preparing returns for businesses, individuals, trusts and estates with increased direct communication with clients and managing and overseeing co-op students filling the role he once did himself.

He looks forward to showing his clients his promotion was well earned by continuing to provide amazing service.

“I’m excited to network with clients and expand my connections,” he says. “I want my clients to know that I care, not just for their business but that I also care about the deep personal connections I’m excited to make. We try not to have a blanket approach to how we serve our clients because they’re not just a name on a paper. We really cater to their needs and respond as quickly as possible.”

Away from the office, Brandon enjoys spending time with his wife, Nelle, and playing board games with friends, among other activities. He is a presence at the Northern Kentucky Chamber’s Young Professionals (NKYP) events and volunteers with Isaiah House Ministries, participating in their food drives to help those in need.

Areas of Concentration

• Trusts and estate tax

Education

Thomas More University, Bachelor of Accountancy
Heidelberg University
CRU leadership team, Heidelberg University