Brandon Jordan, CFP®, ChFC®, CEPA®, CVGA®, CLU®, MSA, EA

CEO (aka BBQ Enthusiast)

If you spend any time with Brandon, you will likely hear him say, “I believe that God put me on this earth to serve business owners and entrepreneurs.” Operating under a conviction that small businesses drive our economy, he brings passion and dedication to helping people be the best version of themselves and to run their businesses at the highest possible level. Of course, he will define the term entrepreneur a little more broadly than most – choosing to include those who have employers but have the mindset of the entrepreneur (a.k.a “intrapreneur”). His experience at Deloitte as well as his time starting, managing, and selling a business in the energy sector before joining the financial services industry, makes Brandon an insider to this community and uniquely positions him to provide insight and expertise to business owners. Acknowledging that not everyone will own a business, Brandon encourages people to take ownership of whatever role they are in to create opportunities for their careers, their finances, and ultimately, their families. Brandon believes that everyone has the capacity to live a life of significance and meaning.

With Brandon, family always comes first. His most important roles are as a husband to his wife Kelly (his high school sweetheart), and as a father to Jake (age 13), Anna (age 10) and Luke (age 6). Brandon, a resident of Duxbury, MA, finds his ultimate joy in inviting friends (both new and old) into his home, preparing gourmet meals, and fostering fellowship. Brandon is very active in his congregation at Shipyard Church, is an avid golfer (member of Plymouth Country Club), and is a fan of the University of Georgia Bulldogs. Keep an eye out for the UGA flag flying prominently at Duxbury Beach.

“Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of others.” — Philippians 2:3-4

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