Chief Marketing Officer and Senior Consultant, Herbers & Co.
Brandon Moss is chief marketing officer and senior consultant at Herbers & Co. He has helped shape the advisory industry over the past 20 years, helping to build two of the fastest growing and most innovative independent advice brands in the RIA space. He previously served as the Director of XY Planning Network’s (XYPN) digital investment platform, XY Investment Solutions. Prior to XYPN, Brandon served in several leadership roles at United Capital Financial Advisers. Brandon was instrumental in the growth and development of the United Capital culture and platform, which was recently sold to Goldman Sachs for just over $750 million. Brandon is a 2002 graduate of Texas Tech University’s globally recognized financial planning program. He has a degree in family financial planning and is a Certified Financial Planner™ (CFP®). He also attended the University of California, Berkeley’s Haas School of Business Leadership Excellence executive leadership training. He lives in the Dallas / Ft. Worth area with his wife, Shelby, and their identical, mirror image twin boys, Will and Reese