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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.

Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.
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What It Takes to Become an Accredited Investor

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.
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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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