Brandon Smith, MBA

Client Service

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.

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. He and fellow Peak Retirement team member, 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, their daughter, Cece, and their energetic Belgian Malinois, Bruce. Outside of work, Brandon will be on the golf course, cheering on Ohio State athletics, or closely following his Cleveland sports teams.