Brandon C. Ortiz, LUTCF

Founder/Senior Partner


Brandon has assembled together some of the most knowledgeable & talented professionals in the industry. Not only are their independent insurance planning specialists proven advisors, most hold advanced degrees in business or law. The preferred advisory team are ready to provide you, your family or client(s) the objective analysis necessary to help guide you through the appropriate decisions regarding retirement, wealth transfer, simple family & business planning. 

As an active participant within the insurance/financial services arena for several years, Brandon has earned multiple past industry chairman's awards. He's had the privileged experience to speak at various conferences & training educational seminars for financial advisors, CPAs & clients at past events held throughout the US & Australia. Brandon's a Life Underwriter Council Fellow, awarded the LUTCF Designation & currently maintains several financial & insurance licenses. 

Brandon enjoys spending time with family, coaching several local sports activities with his sons & actively partakes in study of various martial arts.