Brandon Henry – AEP®, CTFA®, CPWA®, CIMA®

Partner

Brandon Henry is a founding partner at Mosaic. Before forming Mosaic, Brandon was employed by some of the largest financial services firms in the country, where he had the opportunity to work with hundreds of successful business owning families and their professional advisory teams in the areas of business, tax, charitable and asset protection planning. He utilizes his intimate knowledge of the challenges facing successful families to lead the firm’s advanced planning practice.

Born in Southern California, Brandon relocated to Houston in 2006 after completing his studies at California State University, San Bernardino. He has continued his professional development by earning the AEP, CPWA, CTFA, CIMA, CEPA, CVGA, CVB, and CM&AA designations. In addition, Brandon has taught courses in business succession planning at Southern Methodist University and estate planning at the University of Houston. He also volunteers his time by serving as a business mentor for the C.T. Bauer College of Business at University of Houston’s non-profit, the SURE™ Program.

When not in the office or at the gym, Brandon is likely travelling to a remote part of the world looking for his next action-packed adventure.

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