Brandy Wells

Managing Director

Spending 26 years as an entrepreneur, Brandy most enjoys working with clients who use money to advance worthy causes and leave a legacy.

Brandy's clients work less and live more, creating unforgettable experiences for their employees and loved ones. He introduces successful business owners, executives and non-profit organizations to innovative retirement strategies that allow them to have the financial resources to sustain their vision for decades.

This teammate mentality of rising the tide for all began with playing football growing up. Playing as a defensive back for Notre Dame cemented it. We're glad he's on our team now. Tim’s focus now is leading people in the right direction both financially with CSF stable of proprietary products and strategies and spiritually as he is a solid Believer in Jesus Christ.