Brandon Clouse Senior Wealth Advisor | Wealth Services
P: (847) 457-3183
Brandon leads a practice committed to purposeful planning for people intent on financial success. He is earnest and proficient in his work, creating genuine and lasting relationships with his clients. He chose to work with the firm because of their authentic commitment to doing what is right for their clients.
Brandon works extensively in the medical community and helps in-training, attending, and retiring physicians with their financial and protection planning. He is a regular speaker at the major teaching hospitals in the Midwest and knows how to help individuals and couples navigate the Physician’s Life Cycle©.
Brandon also specializes in Retirement Planning. The ideal fit for his services is individuals and couples that are gearing up for, planning out, or looking to maximize their current retirement strategy. He conducts seminars in the Greater Chicagoland area on Retirement Planning, Long Term Care Planning, and other Investment and Social Security Strategies.
As a husband and father with a young family, Brandon also has a natural affinity for working with other young families who want to build their lives and careers with sound, positive financial fundamentals. He helps them balance retirement savings, investment planning, life insurance and income protection solutions, and college savings strategies.
Brandon lives in Crystal Lake, Illinois and loves spending time with his wife Allison and playing with his daughter Leah and son Alden. He loves reading books, particularly Science Fiction, and has a deep interest in film and modern television. Brandon’s two favorite sports teams are the Chicago Bears and Chicago Bulls.
Education: B.A. Anderson University
Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.
CA license # 0M72849