HERITAGE PLANNING FINANCIAL GROUP - Key Persons

Brandon Boyd

Job Titles:
  • Registered Investment Advisor
Brandon has Bachelor of Science degrees in finance and international business. He honed his business and management skills by running a $1mm hospitality business in the country of Belize for 5 years before coming on-board with Heritage Planning. During that time he also developed an exotic wood exporting business that sent containers of mahogany to U.S. markets. He is uniquely qualified to understand the special requirements of the small business owner through his past experiences. Brandon is a registered principal with Crown Capital Securities, L.P.

Helen E. Bratter

Job Titles:
  • Tax Preparer, Notary Public
Helen has over 20 years of accounting experience. She is well versed in preparing returns and financial statements for individuals, partnerships and corporations and handles the bookkeeping and payroll functions of many of our clients.

Paul Brown

Paul has built an extensive tax practice by specializing in individual, corporate and partnership returns, with an emphasis on self-employed individuals. He also provides audit representation, probate and estate planning, retirement planning, risk management and wealth preservation, as well as wills and living trusts. Paul is a registered representative with Crown Capital Securities, L.P.