Our Team
Brandon Hayes
CFP®
Managing Director, Private CFO®
Hometown: Cleveland, Ohio
States Licensed: AK, AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, NC, NJ, OH, PA, SC, TN, VA, WA, WI, WY
Credentials & Awards
- CERTIFIED FINANCIAL PLANNER™
- MBA from Georgia State University in Entrepreneurship
- Series 7 (General Securities Representative)
- 63 (Uniform Securities Agent State Law Exam)
- Series 65 (Uniform Investment Adviser Law Exam)
- Georgia Life, Health and Variable Insurance licenses
About
A native of Westlake, Ohio, Brandon currently lives in Atlanta with his wife Aly, daughter Maryn, son Turner, and their black lab Pepper. He's the youngest of three children and played soccer through college at Elon University. He's an avid runner and enjoys cheering for Cleveland sports teams despite some pretty rough years.
Are you an early bird or a night owl?
Early bird
What would the title of your autobiography be?
You Get What You Give
If you could only listen to one song for the rest of your life, what would it be?
Ain't Too Proud To Beg by The Temptations
If you could have the power of teleportation right now, where would you go?
New Zealand
What is the last TV show you binge-watched?
Breaking Bad...we were a few years late but loved it
Motto or personal mantra?
Treat others the way you would want to be treated - THE GOLDEN RULE!
What inspires or motivates you to do your job, as it relates to the customer experience?
Watching our clients "Breathe Easier" about life as they advance in their careers and enjoy every moment with their families, while having peace of mind knowing their Private CFO has them covered in every area of their life.
My Team
Eric Pucciarelli
Managing Director, Private CFO®
Cristina Briboneria
Managing Director, Private CFO®
Kurt Brucker
Senior Vice President, Private CFO®
Billy Daniels
Senior Vice President, Private CFO®
Allison Baines
Wealth Plan Design Manager
Allyson Garringer
Operations Manager
Auguste Hanna
Wealth Plan Design Specialist
Austin Willis
Wealth Plan Design Specialist
Chelsey Schrader
Senior Client Service Associate
Courtney Wimpey
Wealth Plan Design Specialist
Danielle Witt
Client Service Associate
Sarah Vongsavath
Executive Assistant
Venus Brown
Client Service Associate
Featured Articles
Unlocking Financial Freedom: The Power of an Investment Line of Credit
PPO or High Deductible Healthcare Plan: Which is Better?
One Simple Rule to Help You Double Your Money
What Should I Do With My Bonus?
Is Food Delivery a Fad or Here to Stay?
What Do Trump's Executive Orders Mean For Me?
Peloton® - A Different Kind Of Investment
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Background and qualification information is available at FINRA's BrokerCheck website.
* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures: https://Bit.ly/KF-Disclosures