I partner with affluent families to provide trusted advice, comprehensive planning, and tailored wealth strategies so they can make informed decisions, reduce uncertainty, and focus on what matters most.

Brandon Haney is a Senior Financial Advisor based in Dublin, Ohio, dedicated to guiding affluent individuals and families through thoughtful, comprehensive wealth planning. He focuses on simplifying complex wealth decisions and delivering strategies that help clients protect what they’ve built, support the people they love, and confidently plan for the future.

Outside the office, Brandon is a devoted family man who enjoys spending time with his loved ones and staying active in golf and youth sports. Whether on the course or on the sidelines supporting young athletes, he brings the same passion, discipline, and relationship focused mindset that define his approach to serving clients.

Jason Shaw began his career with Bank One/J.P. Morgan Chase in 1996, where he developed deep expertise across the financial services industry and worked hard to be a trusted and effective leader. He continued his tenure there through 2019 before joining Wells Fargo Advisors, where he currently serves as Assistant Vice President - Senior Registered Client Associate. Known for his meticulous attention to detail and strong commitment to client service, Jason is regarded by colleagues and clients alike as a highly valued partner and resource.

Jason is a 2017 graduate of the Wagner Leadership Institute, earning a Bachelor of Practical Ministry. He is dedicated to serving his family, clients, colleagues, and community with excellence, integrity, and professionalism.

Outside the office, Jason enjoys hands-on projects in his workshop, spending time outdoors, traveling, and serving alongside his church family. He is proud to call Lancaster, Ohio, home, where he lives with his wife and children.