Meet Brandon Marcott, MBA, CFP®, Senior Financial Planner

At TrueNorth, Brandon will be working behind the scenes from his home in Oconomowoc, WI. He’s bringing his expertise as a CERTIFIED FINANCIAL PLANNER® professional to provide the kind of planning and research that will help ensure the team has the best information at their fingertips. Though you may not interact with him directly, his experience helps him to know what will help us provide the best guidance and options to clients.

To help introduce you to the newest member of our team, we sat down with Brandon to discuss more about his background, what guides him in life and in his work, how his family has shaped his view of serving others, and why TrueNorth felt like home. Here’s what he had to say.

Hi Brandon, we’re so glad to welcome you to the team. Could you share a little more about your professional background?

My entire career has been spent within the financial planning ecosystem. From starting as a financial advisor, to launching my own planning firm, supporting and building planning software, and creating new planning experiences for clients – my professional focus has always centered around providing excellent financial planning experiences and outcomes. These experiences have given me well-rounded expertise, perspective and have continued to reinforce what I value most about this profession: helping provide people with greater clarity and purpose to their financial lives.

What is your TrueNorth in life? And what is your TrueNorth when it comes to creating plans for clients?

My TrueNorth is “seeing” people. Meeting people where they are on their journey and serving them in an intentional and meaningful way. Life is full of joy,  but also provides constant curveballs that can create stress and discouragement. I strive to meet people in those moments and serve them in the ways that I am able.

In financial planning, my TrueNorth is no different. Our financial lives are full of joy and constant curveballs as well. Our mission is to meet you where you are, listen and understand YOUR mission so that we can help create a path to bring that to fruition. Ultimately, I want clients to feel seen and heard, have confidence in their decisions, and know they have someone walking alongside them.

How do you spend your time outside of the office?

Family is a huge part of my life. My wife and I have three children, and our two younger children joined our family through foster care and adoption. Foster parenting has been an important part of our family’s story and has shaped a lot of how I think about serving others. I also enjoy seeing the world. Whether it be traveling or walking for miles in the countryside, I’m passionate about exploring and experiencing stillness and how both shape one’s image of the world.

Why did you ultimately choose to join TrueNorth?

After spending years in the financial planning universe, I had been striving to find a place where the values, mindset, and approach to financial planning and serving others align with my own.

As I got to know the TrueNorth team, I was delighted to experience this. There was obvious emphasis on authenticity, generosity, and doing what’s right for clients. TrueNorth does not define people by their finances or see them just as a number. Instead, I saw a commitment to helping people use their finances in ways that reflect what truly matters in life. It felt like a natural fit, both personally and professionally, and I’m excited to be part of a team that approaches financial planning in such a thoughtful and purposeful way.

What are your hopes for the future of your career?

In addition to serving others through financial planning, I have also been focused on growing effectiveness in delivering this service through greater efficiency. I want to continue to do this, using my experience throughout the financial planning world to help us to never rest on our laurels. Instead, always working to serve our clients in a more effective and efficient way every day. 

Thank you for sharing more about yourself! If someone is interested in connecting, where can they reach you?

I’d love to connect! You can reach me at [email protected] or call the office.