Brandon Lawrence, RICP®, CPFA

WELLth Advisor

Brandon works with individuals and couples through values-driven planning to identify what is most important in the past, present, and future.  He focuses on aligning your values, with the proper design, to create an actionable plan for success.  His process helps his clients to and through retirement with confidence and pride.

Brandon holds his B.S. in Finance from the University of Minnesota. He continued his education and dedication to the financial planning industry by attaining designations; Certified Plan Fiduciary Advisor (CPFA) and Retirement Income Certified Professional (RICP®).  His continued education expanded his knowledge and ability to create retirement income plans for his clients.

In his free time, you will find Brandon active in the outdoors throughout the north woods of Minnesota.  You can find him fishing for walleyes on Leech Lake both summer and winter.  He is an avid cook and smoker of delicious meat.  Brandon resides with his significant other, Samantha, and Jack Russel Terrier, Ruger, in Dayton, Minnesota.