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Brandon J. Lilly

Brandon J. Lilly

Financial Planning Coordinator

Brandon grew up in the western suburbs of Chicago. He received his bachelor’s degree in Finance from Governors State University, where he concentrated his studies in investment management. While finishing his studies, he simultaneously worked in the health care industry as an emergency room technician. He then went on to join JP Morgan Chase as an associate banker, assisting clientele with everyday banking needs.  These experiences have solidified Brandon’s passion and understanding of what outstanding customer service entails.

Within our practice, Brandon assists in the entire financial planning process: from inputting data in our financial planning software to designing unique financial plans for each client. Some of his additional responsibilities include updating existing plans for annual reviews, preparing implementation materials for investments and insurance, and incorporating recommended strategies for each client.

Outside of work, Brandon spends most of his time with his wife, their daughter and their two rescue dogs. He is a diehard Minnesota Vikings football fan! When he isn’t watching a game, Brandon enjoys watching movies with his wife, reading, and playing basketball.