Brandon Lawrence, Retirement Plan Advisor for our Twin Cities Practice, is an experienced retirement plan advisor in the industry since 2013. Brandon focuses on being an advocate for plan sponsors and participants during their retirement plan journey. His main focus is providing prudent advice to build strong retirement plan offerings for his clients. Brandon strives to connect with participants to provide them with sound financial planning advice for attaining their goals in the short, intermediate, and long term.
Brandon received his Bachelor of Science in Finance from the University of Minnesota. He is committed to the industry by maintaining designations of Retirement Income Certified Professional (RICP) from The American College and Certified Plan Fiduciary Consultant (CPFA) from the National Association of Plan Advisors.
What was your first job?
I worked in my hometown’s meat market. It was such an enjoyable job getting to know the people that made up our community. Getting to hear stories about their weekend plans, holiday get togethers, and family updates was a joy. It also introduced me to my passion for cooking and smoking meats.
What is your favorite hobby/what do you like to do in your free time?
Spending time outdoors in northern Minnesota with my girlfriend Samantha and our Jack Russell Terrier, Ruger, takes up most of my free time - we absolutely love “up-north”. You’ll find us out in the boat or ice house fishing for walleyes in the Walker/Longville area.
What is one thing that you love to do that you get to do nearly every day?
I am blessed being able to help individuals, families, and businesses make prudent and educated financial decisions. As a financial professional I strive to help people understand the decisions they are making to better their financial journey.