Brandon Curtis, AIF® co-founded TRITIS Wealth Management in early 2009. As a graduate from Houston Baptist University, Brandon holds a bachelors degree in both Finance and Psychology. Brandon started his career as a financial advisor over 15 years ago with Morgan Stanley. From there Brandon gained valuable experience and knowledge as an investment representative at Washington Mutual as well as a financial advisor at Ameriprise Financial focusing on comprehensive financial planning and wealth management for individuals and families.
Brandon and his lovely wife, Courtney live in Sugar Land, TX and have a beautiful daughter, Nyah and an energetic son, Benjamin. Brandon enjoys spending time with his family, traveling, fishing and sports.
Brandon's experience involves wealth accumulation, 401(k) plans, asset management, retirement planning, retirement income strategies, life insurance, estate planning, long term care, disability insurance, and college savings.
A desire to fully understand his clients goals and objectives and implement a sound financial strategy to help them reach those goals is what drives Brandon to continually learn and grow in his practice.
Tritis Wealth Management and LPL Financial are separate entities