Brandon earned his bachelor's degree in Finance from the University of Wisconsin - La Crosse and joined Baird in 1997. He has extensive experience in multiple areas of the firm. Originally hired as a financial officer in the Waukesha office, he worked alongside a senior advisor and was responsible for prospecting new clients and servicing a large book of business. He then joined the Corporate and Executive Services Department at Baird’s headquarters and focused on helping high net worth families exercise stock options and execute Rule 144 sales. Brandon played an instrumental role in the education and implementation of Baird’s exchange fund program. Since its inception in 1999, he helped place over $100 million of concentrated stock into the program.
In 2004, Brandon earned his CERTIFIED FINANCIAL PLANNER™ certification and then transitioned to the Financial Planning Department where he worked alongside a talented team including a CPA and Estate Planning Attorney to produce hundreds of financial plans for Baird’s top clients. It was there that Brandon gained valuable experience in creating and presenting customized financial plans for wealthy families focusing on the following areas:
- Probability of Success in Retirement
- Retirement Income Planning
- Wealth Transfer Strategies
- Insurance Efficiency Study
- Hedging and Monetization of concentrated stock
Brandon joined the Chlupp family practice in 2006 to form the Chlupp & Hall Group. His primary role is customizing comprehensive financial plans for clients of the group. Brandon believes his plans are the “living and breathing” documents that need to be continuously updated as families enter different stages of life. The Chlupp & Hall Group is the most valuable to its clients when an unexpected event or tragedy has occurred. During that pivotal time the group is in the best position to steer the family through a difficult period of time.
Active in the community, Brandon is a board member of the West Bend Gridiron Club and a member of the West Bend Baseball Association.
Brandon and his wife, Sarah, and four boys, Cooper, Beckett, Brady and Dylan are residents of Cedarburg. When he's not enjoying the company of his family and friends, Brandon enjoys hobbies that include fishing, snowmobiling and spending time in northern Wisconsin.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.