Brandon Woodard

Brandon Woodard

Wealth Advisor

Brandon was born and raised in Clovis, New Mexico. After graduating from New Mexico State University with a Bachelor of Accounting and Finance, he began working as a Public Accountant. In 1992 Brandon left accounting to pursue a career in Financial Services where he has spent nearly 3 decades helping families and business owners with their planning needs. As a trained accountant, Brandon learned the importance of examining all aspects of a client’s financial health. Brandon’s comprehensive approach helps him determine the best solutions to help clients pursue their financial goals and objectives.

Brandon is also an insurance specialist and will partner with other team members in the design and implementation of insurance programs for their clients. He understands the importance of incorporating insurance to the overall wealth planning strategy.

Brandon holds a Series 6,7,24,64 and 63 Securities Registration through LPL Financial as well as a Series 66 through Intrua Financial and a Group 1 Insurance License.

Brandon and his wife, Denise raised 4 sons. Although the days of chasing their sporting events and other activities are gone, Brandon and Denise are enjoying a new phase of life together with their Goldendoodle, Koda. Brandon is a member of the Trinity Baptist Church and enjoys traveling, bird hunting and fly fishing in his free time.