Brandon Bose

Founder

Born and raised in Iowa, Brandon Bose brings over 18 years of experience in the insurance and financial services industry. As the founder, Brandon is committed to helping individuals and families build financial strategies that provide clarity, protection, and long-term confidence.

Brandon takes a relationship-driven approach to planning, focusing on understanding each client's unique goals and guiding them through important financial decisions with care and integrity. His experience across insurance and financial services allows him to provide thoughtful, well-rounded solutions tailored to every stage of life.

Outside of the office, Brandon enjoys spending time with his daughter and watching her grow, learn, and bring new perspectives to life. In his free time, he also enjoys golfing and traveling.