Brandon Gregg is a CFP® and holds a Series 66 license with 11 years of experience in financial advising. He has worked at Edward Jones and Fifth Third Securities before joining BBK Wealth LLC in 2021. Outside of his advisory role, he is a one-third owner of Property Genesis LLC, dedicating about 1% of his time to this venture. BBK Wealth LLC provides portfolio management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm offers cryptoasset planning and investment services in addition to traditional portfolio management, using ETFs and a combination of fundamental, quantitative, and technical analyses tailored to client goals.

I work to help folks manage their wealth and the way they think about it... I am an Indy-based financial advisor and founder of BBK Wealth. I grew up on the border of NY and PA  in “the valley” and later in the finger lakes region where his parents still live.  Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education. Now – me and my wife, Maggie,  have 4 kids (KCMT) and a great dog named Winnie. BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security. We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.