Brandon M. Nelson, CFP®, ChFC®, AEP®, CRPC®, CBEC®
Succession Planning Specialist
Brandon entered the financial planning industry in 1998, and specializes in business succession, estate planning strategies, and financial independence planning for successful family businesses, farms, and ranches. He is a member of the Salt Lake Estate Planning Council and a member of the Business Intelligence Institute.
Brandon is a graduate of the University of Utah with a bachelor’s degree in finance. His roots are in the farming and ranching community of Star Valley, Wyoming. He grew up in Utah and loves spending time in the outdoors skiing, mountain biking, hiking, and hunting. Brandon and his wife Tya have 3 children, ranging in age from 5 to 13.
His favorite times are spent watching his children’s sports and taking his family on vacations to some of the world’s most beautiful places. Brandon is also very active in his church and serves as his church’s self-reliance specialist.
About Agribusiness Succession Advisors LLC
Agribusiness Succession Advisors LLC is a select group of estate and succession planning specialists skilled in utilizing strategies for protecting land, business and one’s legacy while minimizing tax consequences and inheritance issues. Chosen from the financial planning professionals across the country within our organization, the estate and succession planning specialists who comprise our Agribusiness Services Group possess advanced technical skills coupled with a passionate commitment to the Agribusiness market. Their clients include owners and managers of agricultural property, senior ranchers considering or negotiating transfer or tenure agreements, “junior” generation ranchers, growers and farmers, and organizations interested in preserving working landscapes.
*The Business Intelligence Institute is an Osaic Wealth initiative focusing on business succession strategies.