Years of experience: 6+
CryptoInvestor Relations✨ Business OwnerAdvisorFinancial PlannerQuantitative Analyst
Trust Score
Highly reliable; strong professional involvement.
Brandon's Career Path
Mar. 2024 -Present
Modern Loxley ConsultingFounder
Colorado Springs, Colorado, United States- Delivering integrated sovereignty solutions utilizing niche tax strategies for capital gains deferral/compounding and “global tax arbitrage”. - Construct and support tax-efficient and compliant global citizenship transitions.
- Design/deploy the latest renewable energy & grid technologies to individuals and business owners.
Apr. 2019 -Mar. 2024
Advenire WealthCo-Founder | CIO
Colorado Springs, Colorado Areawww.advenirewealth.com Integrated Planning and Open-Architecture Solutions | Innovative Tax Strategies and 1031 Exchanges | Institutional-Grade Alternatives and Private Market Access |
Entrepreneur/Small Business Valuation, Consulting and Exit Planning | Retirement Cash Flow | Multi-Generational Wealth Transfer and Family Governance | 2023 Best of the Springs Silver Winner
Jul. 2018 -May. 2019
Fidelity InvestmentsVice President, Financial Consultant
Provided comprehensive wealth planning to affluent individuals and their families in Southern Colorado. Create, maintain and deepen relationships with new and existing Fidelity clients. Oversaw a $600 million book of business that exclusively included high and ultra high-net-worth clients whose past and current positions include C suite executives, lawyers, doctors, engineers, and small busin...