Brandon Henry – AEP®, CTFA®, CPWA®, CIMA®
While employed by some of the largest financial services firms in the country, Brandon has provided advanced estate, business succession, and asset protection planning advice since beginning his planning career in 2001. Directly prior to co-founding Mosaic Advisors, Brandon worked for BBVA Compass Bank as a Wealth Strategist where he planned for many of the banks most important customers. Today he dedicates much of his energy to planning for families possessing significant illiquid holdings such as closely-held operating businesses, real estate portfolios, producing oil and gas interests and concentrated stock positions.
A California native who relocated to Texas in 2006, Brandon earned his B.A. at California State University, San Bernardino, and has continued pursuing professional development throughout his career. He achieved the Certified Private Wealth Advisor (CPWA®) designation through a partnership with Investment Management Consultants Association® and Booth School of Business; Certified Investment Management Analyst (CIMA®) designation through a partnership with Investment Management Consultants Association® and Wharton Business School; the Certified Trust & Financial Advisor (CTFA®) designation through a partnership with The Institute of Certified Bankers and Goizueta School of Business; and the Accredited Estate Planner (AEP®) designation through a partnership with The National Association of Estate Planners & Councils and The American College. In addition, Brandon has taught courses in business succession planning for the Texas Bankers Association at Southern Methodist University and Estate Planning at the University of Houston.