Brandon Hanna
About Brandon Hanna
Brandon Hanna serves as the Director of Complex Strategies at Creative Planning Inc., where he has worked since 2017. He has a background in finance and computer information systems from Missouri State University and previously held the position of Risk Manager at The Redwood Group LLC.
Work at Creative Planning
Brandon Hanna serves as the Director of Complex Strategies at Creative Planning Inc. since 2017. In this role, he has contributed to the firm's management of $42 billion in assets across all 50 states and 2 territories. He focuses on developing complex strategies that cater to high-net-worth individuals and businesses, enhancing the firm's service offerings.
Education and Expertise
Brandon Hanna studied at Missouri State University from 1998 to 2003, where he achieved a degree in Finance and a minor in Computer Information Systems. His educational background supports his expertise in tax planning, estate planning, and integrating charitable planning with wealth management strategies.
Background
Prior to joining Creative Planning, Brandon worked as a Risk Manager at The Redwood Group LLC from 2014 to 2017 in Kansas City, MO. His experience in risk management has contributed to his comprehensive understanding of financial strategies and client needs.
Achievements
Brandon Hanna has been instrumental in enhancing the services offered by Creative Planning, particularly in the areas of tax planning and estate planning. His contributions have played a significant role in the firm's ability to manage a substantial portfolio of assets and provide tailored strategies for high-net-worth clients.