Brandon Roop
Partner, Chief Experience Officer, & Sr. Investment Advisor
- Role
- Chief Experience Officer at Donaldson Capital Management
- Location
- Evansville, IN, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brandon Roop
Our Why is to Shepherd clients and their family legacy to a lifelong journey of impactful living and financial peace.
Experience
Chief Experience Officer
Jan 2026 — Present
Education
Wabash College
Bachelor of Arts, Economics
2002 — 2006
The College for Financial Planning
CFP, Financial Planning
2012 — 2012
Arcadia University
Spanish
2005 — 2005
Indiana University - Kelley School of Business
MBA, Finance
2008 — 2011
The College for Financial Planning
Chartered Retirement Plans Specialist certification, Retirement Planning
2016 — 2016
Skills
- Stock Picking
- Personal Financial Planning
- Valuation
- Securities
- Customer Service
- Retirement Income Strategies
- Stock Market Analysis
- Investment Management
- Technical Analysis
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