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Todd H. Brand,
AIF®
President and CEO
 Mr.
Brand serves as the chief executive and principal consultant for
the firm. Additionally, he provides financial education programs
to professional and investor groups.
Mr. Brand has more than 15 years of experience
in the investment, wealth and retirement planning business with
Brand Asset Management Group. For the third year in a
row, he has been
awarded as a "Five Star Best in Client Satisfaction Wealth Manager".
Click
here to learn more.
He has earned the Accredited Investment Fiduciary®
(AIF®) professional designation
from Fiduciary360. He has received formal training in investment fiduciary
responsibility. He serves on the Board of Directors for the
Scholarship Foundation of St. Louis and the Haven of Grace, and the Finance
Committee for the Haven of Grace. He is also a member of
the Young Entrepreneurs Organization in St. Louis, Financial
Planning Association, CFA Institute, Chesterfield Chamber of Commerce, Employee
Benefits Association, Empire Who's Who and The Entrepreneurship Institute. In 1995, Mr. Brand became certified through the
Frank Russell Investment Company as a Russell Retirement Planning
Instructor.
A Missouri native, Mr. Brand received his Bachelor
of Science degree in Business Administration with an emphasis in
Financial Services and Planning from Baylor University in 1990.
Additionally, he received his Master of Business Administration
from Baylor's Hankamer School of Business in 1991.
Mr. Brand is a contributing writer in the area
of personal finance for the St. Louis Small Business Monthly and enjoys public
speaking to various local, regional and national audiences on such
topics. Mr. Brand is married to Dr. Holly Brand, and jointly they
speak and write on various topics such as "Successful Aging" and
"Behavioral Economics."
Mr. Brand's interests involve golf, fly fishing,
snow skiing, writing and public speaking.
Phil
Daniels, CFP®
Executive Vice President
 Phil
joined Brand Asset Management Group in 2004 and has seventeen years of
experience in the investment industry. He was
recently awarded as a "Five Star Best in Client Satisfaction Wealth Manager".
Click
here to learn more.
Previously, he served as
an Associate Vice President at A.G. Edwards & Sons, Inc. where he
spent ten years as a NASDAQ market maker. In that capacity he secured
quality executions for both retail and institutional order flow
while managing firm capital and provided trading services to corporate
accounts. Prior to joining A.G. Edwards he was an associate analyst
with Raymond James Financial, Inc. In that position, Phil wrote
research reports and developed financial models for U.S. companies,
primarily in the environmental sector.
Mr. Daniels earned a Bachelor of Science degree
in Finance from Millikin University in 1991 and received his Master of Business
Administration with a concentration in Finance from the Olin School of Business
at Washington University in St. Louis in 2003. Phil obtained his
CERTIFIED
FINANCIAL PLANNER™
certification in 2007.
Jason Akridge,
CFP®
Advisor
 Jason
joined Brand Asset Management Group in 1999. Previously, he served in
corporate finance within the actuarial and publishing environments. Jason
obtained his
CERTIFIED
FINANCIAL PLANNER™
certification in 2010. A
St. Louis native, he earned a Bachelor of Science degree in Mathematics with a
minor in Computer Science from Missouri Baptist University in 1991.
Mr. Akridge serves as an Advisor
for Brand Asset Management Group and assists in Operations. His primary
responsibilities include servicing his client base, tax/performance reporting and managing
the technical functions of the firm.
Mr. Akridge's interests include time with his family,
jogging and golf.
Brad Davis, CFA
Advisor
 Brad joined Brand Asset Management Group in 2007 with seven years of experience in the investment industry.
Previously, he served as a Credit Research Analyst for NISA Investment Advisors,
LLC. In that capacity, he analyzed corporate bonds across numerous industry
sectors and recommended trades on the behalf of that firm's large institutional
clients. Prior to joining NISA he was an Associate Analyst in the
securities research department at A.G. Edwards & Sons, Inc., where he spent five
years writing reports and developing financial models for gas utility stocks.
Mr. Davis earned a Bachelor of Science degree in Business
Administration/Finance from the University of Kansas in 2000 and earned the
right to use the Chartered Financial Analyst (CFA) designation in 2004. He
previously held the license of Securities Series 7. Brad is involved in
research support, assists in investment consulting, and works to improve client
multimedia presentations.
Outside interests primarily include golf and
family time.
Cynthia L. Dolniak
Office Manager & Compliance Officer
 Cynthia
joined the firm in June 2004. Her responsibilities include state
and federal compliance with rules, regulations, regulatory filings, oversight of
regulatory audits, and general
office management.
A St. Louis native, Ms. Dolniak earned her Bachelor
of Science degree in Business Administration from Southeast Missouri
State University in 1982. She brings 25+ years of operational experience
in the securities industry. She previously held the licenses of
Commodities Series 3 and Securities Series 7. Prior to joining Brand
AMG, she was employed at a broker-dealer/investment advisory firm in
Chesterfield, Missouri where she held various management positions during her 14
year tenure. Her positions ranged from Director of Licensing/Registration,
Advisory Services Manager, Operations Special Projects manager, and
Compliance/Legal Liaison as well as earning the title of Vice President during
the last four years.
Ms. Dolniak is a member of the National Society
of Compliance Professionals. She enjoys spending her leisure time with
family and friends, golfing, skiing and playing softball.
Ryan Green
Operations Analyst
 Ryan
joined Brand Asset Management Group in November of 2007. He earned his Bachelor
of Human Environmental Sciences Degree in Personal Finance from the University
of Missouri-Columbia in 2003. Additionally, in 2005 he completed his Masters in
Business Administration in Finance from the Crosby Graduate program also at the
University of Missouri-Columbia. While attending the university, he served on
the board of the Missouri Student Federal Credit Union.
Ryan’s responsibilities include account paperwork for both Fidelity and
non-Fidelity accounts, transfers of cash and securities, trading and trade
confirmations. He is also responsible for various audits of the reporting firm.
Ryan enjoys Cardinal baseball, Missouri Tiger football, playing hockey,
snowboarding, racquetball, and reading.
Kris White
Executive Assistant
 Kris
joined Brand Asset Management Group in 2009. As the Executive Assistant,
her primary responsibilities include servicing client relationships, and
the marketing and coordination of company events. She earned her Bachelor
of Science degree in Business Administration from California State University
in 1989. Her previous experience includes positions in marketing, human
resources and accounting. Kris' interests include camping, reading and spending
time with her family.
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