Director, Retirement Plan Services
Brandon is the Director of Retirement Plan Services at Ibis Capital. Brandon plays an integral role in helping small to mid-sized businesses implement effective and impactful retirement plan solutions. He is also responsible for uncovering and engaging new business opportunities and cultivating new relationships.
Brandon began his career in the financial services industry as an intern with Fidelity Investments while in college. Upon graduating in 2012, he accepted a full time position as a Relationship Manager with Fidelity in San Diego where he spearheaded a number of national initiatives and was named a 2013 President’s Circle winner. Brandon joined Ibis Capital in December of 2014. In his free time, Brandon enjoys traveling, being outdoors and spending quality time with his friends and family.
Brandon holds his Series 65 license through Stratos Wealth Partners, Ltd. and a bachelor degree in Business Economics from the University of California, Santa Barbara.