Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Estate Planning, Risk Management Strategies, College Funding Strategies, Business Succession Planning, Retirement Income Planning, Charitable Giving, Student Loan Refinancing, Retirement Strategies
Brandon J. Shaw is originally from Pittsburgh, Pennsylvania where he attended the Indiana University of Pennsylvania and earned degrees in Finance, Economics and Accounting. After building his own financial services practice in Pittsburgh, Brandon decided to merge his business with fellow Senior Partners, Paul Herzog and Dennis Kistner in 2015, and officially formed HKS Financial Partners in 2017.
Aside from continuing to grow HKS, Brandon is committed to expanding his knowledge to help ensure he can best serve his clients. Brandon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Private Wealth Advisor® (CPWA®) designee, and has earned the Accredited Estate Planner® (AEP®) and Certified Family Business Specialist (CFBS) designations throughout his time in the industry. He studied the CFP® program at Stockton University, the CPWA® program at the University of Chicago Booth School of Business and is currently enrolled in the Master of Science in Financial Services program at the American College.
When Brandon finds time away from his business, he enjoys skiing, boating, and spending time at his lake house in Charlotte, North Carolina. Brandon currently resides in Germantown Hills, IL with his fiancé, Lauren.
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