Brandon Smith

Operations Lead

Brandon’s journey into the financial services industry was sparked in college during a spring break trip to Bethesda, Maryland. Initially on a pre-med track, he found his true calling in finance after witnessing his brother’s impactful work with clients at a major banking company. “That week with him helped me realize there are more ways to help people outside of being a doctor,” Brandon said.

Today, Brandon thrives on enhancing Peak Retirement Planning team member growth, both personally and professionally, and refining processes to ensure clients have the best experience possible. His expertise lies in client satisfaction, a skill honed over years of service at one of the world’s largest investment banks.

Brandon has a bachelor’s degree in business administration from The Ohio State University and an MBA from Cleveland State University. Fun fact about Brandon: He and fellow Peak Retirement advisor Dominic Garris were best friends in college. That is one of the main reasons Brandon joined Peak, along with the strong culture and team of A+ players who are dedicated to making a greater good for the clients they serve.

Residing in Blacklick, Ohio, Brandon enjoys life with his wife, Kelsey, their son, Dean, and their energetic Belgian Malinois, Bruce. When he’s not optimizing operations, you’ll likely find Brandon on the golf course, cheering on Ohio State Athletics or closely following his Cleveland sports teams.

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