Brandon J. Shaw

  • CFP®
  • AEP®
  • CFBS

Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Risk Management Strategies, College Funding Strategies, Business Succession Planning, Retirement Income Planning, Charitable Giving

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Born and Raised in Pittsburgh, PA. I am a graduate from Indiana University of Pennsylvania and hold degrees in Finance, Economics and Accounting from that institution. I studied the CFP program at Stockton Univerity and am currently enrolled in the Master of Science in Financial Services program at The American College. I currently reside in the community of Germantown Hills, Illinois. When not spending time with family and friends, I enjoy hiking in the spring/fall, skiing in the winter and boating in the summer. 

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Germantown Hills Satellite Office

Satellite Office

413 Jubilee Lane
Germantown Hills, IL 61548-8448