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Your faith and trust. Our commitment and honor.

“Do not work for food that spoils, but for food that endures to eternal life, which the Son of Man will give you. For on him God the Father has placed his seal of approval.” John 6:27

ABOUT BRANDED FINANCIAL PLANNING


At Branded Financial Planning, we proudly serve clients with integrity, guided by Christian values. Just as a cattle brand marks livestock, protecting and preserving its identity, our firm is committed to providing financial solutions that are stamped with trust and faith. We aim to safeguard your financial future, ensuring every decision is aligned with your values, securing a legacy that lasts. Our mark is one of integrity, transparency, and stewardship—always keeping your best interests at heart.

Our services

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Learn More

OUR TEAM

Wilson Winn

Wilson Winn

Founder | Wealth Manager

wilson.winn@brandedfp.com

Katie Mohan

Katie Mohan

Marketing Director

Marco Galvan

Marco Galvan

IT Director

Shawn Baxter

Shawn Baxter

Chief Compliance Officer

Carolyn Sterling

Carolyn Sterling

Practice Management Director

Jacqueline Welsh

Jacqueline Welsh

Director of Operations

jacqueline.welsh@brandedfp.com

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