ASSOCIATE FAMILY OPERATIONS COORDINATOR

As an Associate Family Operations Coordinator at Mosaic, Brandon supports the Family Operations team serving a dedicated set of client families. He helps keep the financial picture current and accurate: tracking money movements and financial transactions across complex legal and financial structures, managing task workflows and CRM systems, and coordinating with outside professionals so the team always has what it needs to keep plans moving forward.

Brandon began his career as a Severance Tax Consultant at Ryan LLC before joining EEPB Innovatax as a Senior Tax Associate, where he developed expertise in corporate tax deductions across a range of industries. He graduated from Louisiana State University with a Bachelor’s degree in Finance.

Outside the office, Brandon is deeply involved in his Catholic church community at St. Joseph’s and enjoys spending time with his wife. He is a huge LSU Tigers fan and also enjoys reading, playing sports, going on walks, and spending time with friends.