• University of Louisiana at Monroe | Bachelor of Business Administration in Marketing
• University of Louisiana at Monroe | Master of Business Administration 
• CLU®, ChFC®, CLTC®
• FINRA Securities Licenses 6, 7, 66, 63, 26
• Life, Health, and Long-Term Care Insurance Licenses

Brandon is our Founder, Visionary, and Fearless Leader. Let's be real…he's one of those people who makes everything look easy. He started his financial planning business in 2007 as a young college intern, which became Flatirons Financial Planning in 2018. Brandon is an entrepreneur at heart and has built a team that regularly achieves top performance within Northwestern Mutual, while maintaining a balanced and full family life. Brandon and his wife Amanda are high school sweethearts and live in their hometown of Longmont with their daughters, Siena and Gia. When not at the office, you can find Brandon golfing, golfing, or golfing. He is also a beef jerky connoisseur, patriotic American, and watch enthusiast. 

Advocate for: Faith, family, community, and freedom

• University of Colorado at Boulder | Bachelor of Sociology
• RICP®
• FINRA Securities Registrations 7, 63
• Life, Health, and Long-Term Care Insurance Licenses

Prior to financial planning, Phil started his career as a counselor for at-risk youth. This is no surprise if you know Phil and his huge heart for people. In 2014, Phil joined FFP and formally became a Partner in 2023. Phil cares deeply for others, and his mindset of an athlete and disciplined approach to building wealth helps his clients achieve greater things in their financial lives than they would without him. Outside of work, Phil loves health & wellness, his Air Jordan collection, basketball, and hiking. Most of all, he loves being a girl dad - whether that means he's braiding hair, painting nails, or having a dance party! Phil and his wife Sara live in Longmont with their three daughters, Londyn, Stella, and Everly.

Advocate for: Faith, family, a good cigar, cryotherapy

• University of Louisiana at Monroe | Bachelor in General Studies, Minor in Business and Psychology
• University of Louisiana at Monroe | Master of Business Administration 

Being married to Brandon, Amanda has been a part of FFP since the very beginning, going all the way back to the intern days. In that time, she has worn all the hats from operations, to finance, marketing, HR, accounting, designing our office, and more. Today, she is a Controller. More than that, her most valuable contribution to this team is her heart. Amanda is our People Person and one of the most thoughtful leaders you could know. Whether it’s being a mom or helping run the business, she does everything effortlessly and gracefully. In addition, Amanda has brought essential oils, frequent impromptu lunch orders, and an acceptable athleisure dress code to the office, and we love her for that.

Advocate for: Her faith, soul work, holistic health & wellness, iced mochas

• Western Illinois University | Bachelor of Science in Management
• CFP®
• FINRA Securities Licenses 7, 66
• Life, Health, and Long-Term Care Insurance Licenses

David ran his own financial planning firm for six years prior to joining FFP, where he has served as a Lead Advisor since 2019. But more than that, David is our everything guy. Need the printer fixed? David. Need to know the CU football draft lineup, or the best way to smoke a turkey? David. Or how about the tax rules around depreciation of real estate properties when there is a step up in cost basis? David. Within FFP, he is our Financial Planning Lead and a Certified Financial Planner™ professional. Additionally, David is the Founder of a product company called ApexAire and a leader of men's groups at his church. Outside of his professional expertise, David loves cars and photography, taking care of his lawn, and playing everything from tag to Princess dress up with his three daughters, Brenna, Audrey, and Cora. David and his wife Brittany live in Westminster.

Advocate for: The Cystic Fibrosis Foundation, men’s soul work, freshly detailed cars

• University of Colorado Boulder | Leeds School of Business, Bachelor of Business Administration, Double Major in Accounting & Finance
• FINRA Securities Industries Essentials (SIE), 7, 63
• Life, Health, and Long-Term Care Insurance Licenses

Sam started his financial planning business as a college intern in 2018 where he double majored in Accounting and Finance at CU Boulder, and joined FFP in 2021 as a Lead Advisor. Sam is our Investment Specialist, financial plan architect, and Excel wizard. He has a gift of identifying unique planning ideas that help our clients reach their goals. Not only does he bring the brains, he brings the fun. Sam is always making us laugh and making work a really fun place to be. Outside of work, Sam is an avid hockey player, skier, and proud cat dad. Sam lives in his hometown of Longmont.

Advocate for: His community, a fresh mullet, spontaneous backpacking weekend trips

• University of Colorado at Boulder | Leeds School of Business, Bachelor of Business Administration in Marketing and Certificate of Operations and Information Management
• FINRA Securities Industries Essentials (SIE), 6, 63, and 65
• Life and Health Insurance Licenses

Prior to her life in financial planning, Emily had a career in branding agencies, big tech, and digital marketing. She became a financial advisor in 2019 and is our team's marketing guru. Her unique experience of being a financial advisor and a marketer means that she is constantly thinking of new ideas to elevate our brand and client experience, all with a deep knowledge of the business from personal experience. She is passionate about bringing creativity to work, connecting with others, and simplifying the complex. Outside of work, Emily is a mom, a mentor to college girls, wannabe chef/sommelier, avid Pelotoner, and loves sports (watching them, not playing them, to clarify…). Emily and her husband Ryan live in Westminster with their son Adger and love their church, friends, family, and hosting a mean dinner party.

Advocate for: Her faith, the outdoors, the CU Buffs, world travel

• Unity College in Maine | Bachelor of Science in Leadership
• FINRA Securities Industries Essentials (SIE) 6, 63
• Life and Health Insurance Licenses

Lori joined FFP in 2023 and is our team's "Operational Ninja". She has had diverse career experience with operational roles in software development, information technology, construction, and finance. Lori has a huge heart for people and truly thrives when she is helping others and making things work better. She creates the systems and structures to help all of our processes move seamlessly, which allows all of us to further specialize, spend more time with clients, and come home to our spouses as happier people. Whatever it is, Lori gets it done.  Outside of work, you can find Lori camping, skiing, boating, or taking a cross-country adventure in her repurposed van. Lori and her husband Justin live in Boulder with their dog Saylor.

Advocate for: Helping others find their voice, seeking beauty in ordinary things, outside living, and the van life

• University of Nebraska – Lincoln | B.S. Degree, Business Administration
• Bond University – Australia

Phil Bland (aka "Flip" or “PB”) joined us in 2024 as our Director of Client Relations. He is the kind of guy where you feel like you've known him forever with his friendly demeanor and ability to connect instantly with anyone and everyone. Professionally, Phil brings unique perspective and insight to FFP with nearly 20 years of industry experience focused primarily on business development, client relations, hedge funds, alternative investments, and more. As our Director of Client Relations, Phil is focused on identifying and nurturing relationships with our community, clients, and partners who will benefit from the work we do at FFP, as well has help enhance the client experience. Phil is an avid golfer, world traveler, adventure seeker, and loves to spend time with his fiancé and Partner in Crime, Samantha. A passionate supporter of There With Care, Phil founded the Young Professionals Board where he served as Chairman for the Boulder-based NPO that supports families with children facing critical illness. Native to Boulder, Phil considers his expansive network of people he loves and cares about as one of his greatest blessings (even though he played football at Nebraska).

Advocate for: Showing love, giving back, sunny days on the golf course, exploring the world

• Kansas State University | College of Health and Human Sciences, Personal Financial Planning

Cacy is starting her professional career with FFP as a Service Advisor as part of our Advisory Team serving clients and building financial plans. She graduated from Kansas State's Personal Financial Planning curriculum which is one of the top programs in the country (Go Wildcats!). She was born and raised in Iowa and is a true Midwestern, sweet corn-loving gal. Cacy is our team's Gen-Z wizard and can do everything one hundred times faster and more efficient than us Millennials. Her fiery spirit and sharp wit makes it so there is never a boring moment in her presence, and she keeps us young and on our toes. In her free time, she loves to go on hikes, play with her cats, and watch reality TV. She is a proud cat mama to Juniper and Olive, and loves spending time with them on the weekends.

Advocate for: Family, animal cuddles, an adventure, a good view

Jamie is our team's Executive Assistant, aka our office mom. She keeps the plants watered and the snack cabinet full, and makes sure we are always replenished with on-tap kombucha. Most importantly, she keeps things running smoothly for all of us, assisting in many functions across the business with marketing and operations. She puts thought and care into everything she does, being that she has a background in caretaking. She is up for any challenge and with a positive attitude. Jamie lives in Longmont with her husband Dave, loves to golf, and has a college-aged son named Mack.

Advocate for: Family, a day at the golf course, good wine, traveling