Brandon Smith
Operations Lead @Peak Retirement Planning, Inc.
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WORK HISTORY
Operations Lead @Peak Retirement Planning, Inc.
Columbus, OH, US
Peak Retirement Planning is an SEC registered investment adviser able to conduct business in states where it is registered or exempt from registration. Any testimonials, endorsements, or reviews contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals\' giving testimonials or endorsements.
EDUCATION
Cleveland State University
Master of Business Administration - MBA, Finance, General
The Ohio State University
Bachelor of Business Administration (B.B.A.), Finance, General
ABOUT BRANDON SMITH
My journey into the financial services industry was sparked in college during a spring break trip to Bethesda, Maryland. Initially on a pre-med track, I found my true calling in finance after witnessing my brother’s impactful work with clients at a major banking company. “That week with him helped me realize there are more ways to help people outside of being a doctor\".Today, I thrive on enhancing Peak Retirement Planning team member growth, both personally and professionally, and refining processes to ensure clients have the best experience possible. My expertise lies in client satisfaction, a skill honed over years of service at one of the world’s largest investment banks.I have a bachelor’s degree in business administration from The Ohio State University and an MBA from Cleveland State University. One of the main reasons i joined Peak was the fact that one of my best friends and college roommate Dominic Garris is an advisor at Peak. What also drew me in was the strong culture and team of A+ players who are dedicated to making a greater good for the clients they serve.Residing in Blacklick, Ohio with my Kelsey, son Dean, and our energetic Belgian Malinois, Bruce. When I am not optimizing operations, you’ll likely find me on the golf course, cheering on Ohio State Athletics or closely following Cleveland sports teams.
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