Brandon Kelly joins the firm as a financial services professional with four years of industry experience, including his time at Deloitte, where he worked with both large banks and brokerages. Through this work, he developed a strong foundation in financial operations, risk management, and client service within complex financial institutions.

Brandon earned his Bachelor of Science in Statistics from Lehigh University, where he built a strong analytical foundation that continues to shape his disciplined, data-driven approach to financial services. Working under the firm’s Chief Operating Officer, he will gain comprehensive exposure to the operational, financial, and advisory dimensions of the business, building a well-rounded understanding of how to support advisors and serve clients effectively.

He is passionate about contributing to a firm dedicated to thoughtful planning, operational excellence, and long-term client relationships.

Outside of the office, Brandon enjoys playing golf, going to the beach, watching sports and skiing.