Our advisors come from many industries and backgrounds. The one thing they have in common is a belief in Adventis’s mission and a passion for what we do. They all have some sort of ongoing involvement with the company.
As a former consultant at Adventis”™ legacy consulting business, Brandon learned “the Adventis way” of building financial models and gained a respect for the way Adventis taught internal consultants, corporate employees and undergraduate students. Brandon was involved with Adventis at the inception of the company”™s Financial Modeling Certification (FMC™) Program in 2013.
Brandon is a Wealth Manager at Voisard Asset Management Group, where he is in charge of U.S. equity selection, business development and advanced holistic planning for high net worth clients. Previously, Brandon worked at Greenleaf Trust, a trust-only chartered bank that manages overly $8 billion for qualified individuals, foundations, corporations and endowments. Before Greenleaf Trust, Brandon worked at Adventis, where he developed and honed his financial modeling skills working for a wide range of clients. He earned a bachelor”™s degree from Grand Valley State University where he double-majored in finance and business economics. Brandon is a CERTIFIED FINANCIAL PLANNER(TM).