Overview

At Sentinel Trust, Brandon leads the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients with a special interest in tax compliance and planning.

Brandon joined Sentinel Trust in 2022 with 20 years’ experience advising ultra-high-net-worth families on complex and effective wealth management strategies to meet their investment, wealth transfer, income tax, business succession and philanthropic planning goals. A CPA by training, Brandon has spent time both at a boutique multi-family office as Director, Senior Tax Advisor and as a practicing accountant at a regional accounting firm.

Professional Background:

  • Director, Senior Tax Advisor, Argos Family Office, St. Louis, MO – 2008-2022
    Brandon was responsible for planning, compliance, audit strategy, and tax strategy for a $3 billion privately-held, multi-family office. Tax strategy and compliance was primarily focused on maximizing after-tax value. Brandon also assisted the investment and private equity team structure new investments to ensure allocations and distributions achieved desired returns.
  • Tax Senior, Swink, Fiehler & Company, St. Louis, MO – 2003-2007
    Responsibilities included return preparation for individuals, partnerships, S corporations, and trusts. Responsible for creating efficiencies in the tax preparation and compliance group, talent acquisition and management.

Professional Organizations:

  • Missouri Society of CPAs

Education

University of Missouri, BS Accounting – 2003

University of Missouri, Masters of Accounting and Tax Certificate – 2003

Certifications

Certified Public Accountant – 2004

IN THE COMMUNITY

Community Involvement:

  • Volunteer coach for third and fourth grade select basketball team. Also volunteer coach for first and second grade baseball team.