Brandon Speer

Brandon grew up in Denver and studied Psychology and Business at the University of Colorado Boulder — a combination that shaped how he approaches this work. He believes good financial planning starts with understanding a person, not just their numbers: their goals, their concerns, and the decisions that will actually move their future forward.

He spent two years in the insurance industry before joining Ascend, building a foundation in risk management before moving into full financial planning. Today his work spans a wide range of clients: individuals and families planning for retirement income, tax strategy, and Social Security; business owners navigating group retirement plans; and younger, growth-oriented investors building toward their next stage rather than their last one.

Brandon takes pride in simplifying complex financial concepts so clients feel genuinely confident in their decisions, not just reassured by an advisor's confidence in them. His long-term focus is helping families build financial success across generations — planning that holds up not just for one person, but for the people who come after them.