Brandon Marsh
Office ManagerI was welcomed to the EFA team in May of 2023. I started as a Financial Planner Assistant and quickly moved to Office Manager, which includes helping to manage the company’s compliance, IT and HR. Prior to which I was at Newport Group (Now Ascensus), one of the largest recordkeepers for retirement in the country for 5 years. During my tenure there I’ve held positions in Operations, Trades, and Client Services, with a guided focus on process enhancement. Life beyond Newport Group consisted of a short stint in Virginia where I was a CompTIA Security+ instructor, and Jr. Project Manager.
I’m originally from Tallahassee, the capital of Florida, though the nearest beach from there is 1 ½ hours away and was closer to Georgia, I’m technically Florida-grown. My formal education is in Data Science from St Petersburg College, which I am currently pursuing furthering with a secondary A.S in Cybersecurity. I hold certifications in Security+, Microsoft 365 and Salesforce Admin.
My interests vary widely, and on many given days you can find me loudly singing Disney songs, and Radiohead interchangeably. I’ve been a musician for over 16 years playing guitar and singing. I’m also an avid ARPG gamer (there’s a strategy theme here?), as well as sports such as tennis and baseball, of which I’m in an adult wood-bat league and play Catcher/1B. I have two young daughters who are the reason for absolutely everything I do, and I want to be the best role model for them.