Brandon Shultz


Brandon has been truly blessed to have worked in leadership positions in churches, schools, and the financial industry over his professional career. Helping people get to a better place is what drives him in work and life. As a financial advisor, he has the privilege of bringing solutions to people who want to learn more about making great financial decisions and maximizing their resources. His services contain a variety of strategies, including how to fund your children’s education, accumulate wealth for your retirement years, and provide income to your loved ones in case of a death or disability. There are strategies to convert your lifetime of savings into a lifetime of income that you won’t outlive, and plans to leave a legacy to the ones for whom you care most deeply. His greatest satisfaction comes from seeing that his efforts benefit his clients and the people that are important to them.

Brandon and his wife of over twenty years, Wendy, live in north DFW with their three incredible children. His hobbies include working out and spending time with the family on the lake wakeboarding. He also serves the community by working on the board of a K-12 Christian school, as well as through his involvement in Christian church ministry. He holds a Bachelor of Science and Master of Science in organizational leadership, and is a series 65 licensed advisor.

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