Brandon Woodard is a Wealth Advisor who specializes in insurance. In order to provide for your family, it’s important to consider all aspects of your financial health. Brandon and our team of advisors understand the importance of incorporating insurance into your overall wealth planning strategy. He provides experience of insurance and benefit design consulting.
Born and raised in Clovis, New Mexico, Brandon received a degree of Bachelors of Business Administration in Finance and a Bachelors of Accountancy from New Mexico State University. For four years Brandon worked as a Public Accountant and then in 1992 started in the Financial Services and Insurance Business. In 2005 Brandon formed a strategic partnership with Carson Wealth. Brandon holds a Series 6, 7, 24, 64 and 63 Securities Registrations through Cetera Advisor Network as well as Series 66 through CWM, LLC and a Group 1 Insurance License.
Brandon and his wife, Denise have four sons and stay very active by attending their activities and sporting events. He is also very active with his church, Trinity Baptist, and enjoys traveling, Trap shooting, and fly fishing in his free time.