Brandon Sisk
Brandon’s enthusiasm for his work at Green Ridge stems from the daily opportunity to assist clients with unique financial situations. He finds immense satisfaction in guiding clients through the complexities of financial planning and investing, easing their anxieties and providing clear, comprehensive answers. His dedication to client service is evident in his ability to build strong, trusting relationships. He recognizes that clear communication and client confidence are as crucial as expert financial guidance.
As part of The Investment Committee, Brandon is a regular contributor to the firm’s monthly educational webinar. Having been with Green Ridge since 2021, Brandon highly values the firm’s family-oriented environment and the collaborative teamwork that ensures exceptional client service.
Brandon’s Role as an Investment Advisor:
- Guiding clients through the financial planning process and providing an in-depth understanding of their decisions and individual complexities.
- Analyzing client portfolios and working within the investment team to accurately adjust and maintain client accounts.
- Providing white glove service to 401(k) plan sponsors and participants to best explain benefits and investment options.
Education / Certifications:
- Moravian University: Bachelor’s degree in Business Management with a concentration in Marketing
- Financial Paraplanner Qualified Professional (FPQP)
- Series 65 License
- Pursuing his Certified Financial Planner (CFP) Certification
Outside of work, Brandon enjoys an active lifestyle, frequently playing pickleball and golfing. He cherishes summers spent down the Jersey shore and has a passion for culinary exploration, particularly seeking out the latest sushi restaurants. Brandon is a Board Member of the Norah Elizabeth Bruther Memorial Scholarship Fund, and a supporter of The Big Jim Foundation and the Ray Mikovits Memorial Scholarship Fund.