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CFP · MSFS (Masters of Science in Financial Services) · AEP · ChFC · CIMA
Virtual
In-Person
Specialties
Brandon has been a hard-working and loyal member of the Financial Strategies Group team since 2007.
Prior to that, he had the privilege of graduating from Central Michigan University with a Bachelor’s degree in Applied Arts and majored in Entrepreneurship with a minor in Finance. While attending CMU he was a 4-year starter on the wrestling team and earned NWCA Academic All-American Honors. He has also earned a Master of Science in Financial Services (MSFS) from The American College of Financial Services. Additionally, he completed the rigorous requirements to earn CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Certified Investment Management Analyst®, and Accredited Estate Planner® designations. Brandon is a second-generation financial advisor. His father, Mark Carter, has been a financial advisor since 1988. He chose to become an advisor after an internship where he attended meetings with Mark and his clients. Brandon was struck by the impact that his father had on the lives of his clients and immediately became excited about the idea that he could help clients of his own in the same way someday. Brandon's genuine care for his clients, his tenacious attention to detail, and his commitment to providing high-quality, practical advice make him an excellent choice for those looking for help with retirement planning, investment management, or transferring wealth to the next generation. Brandon married his high school sweetheart, Becky, in 2008. They reside in Durand, MI with their three children, Paisley, Owen, and Sawyer. In his spare time, Brandon loves spending time with his family, coaching wrestling, and enjoys just about any outdoor activity.
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Always free for clients.
CFP, MSFS (Masters of Science in Financial Services), AEP, ChFC, CIMA
Chartered Designations
What do these credentials mean?
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Investment advisory services are offered through Financial Strategies Group, Inc., a Registered Investment Advisor. For more information about our firm or to receive a copy of our disclosure Form ADV, please contact our office. 800-804-0420