Brandt Messner
Financial Assistant
Department: Internal Operations
Education: Studying Accounting at Walsh College (set to graduate in December 2024); Previously attended Oakland University and Macomb Community College.
Experience: Finance and Client Services since 2022
As a financial assistant based in our Troy, Michigan office, Brandt assists with answering phone calls, scheduling client reviews and estate plan meetings, internal office work, and helping the service team. Brandt likes how the Modern Wealth team functions as a cooperative group that works together toward one goal, which is prioritizing proper financial assistance and client satisfaction.
Brandt has learned a lot about building a career in finance and accounting from his older brother, Kade, who is a lead advisor at Modern Wealth. Prior to working at Modern Wealth, Brandt worked in party rental services as a laborer. He prepared payroll and accounting transactions.
The most important thing in Brandt’s life will always be my family. His favorite thing to do with his family is boating in the summer at Lake St. Helen. Brandt’s favorite hobbies consist of golfing, weightlifting, and spending time with friends, family, and his dogs, Raina and Kodiak. A fun fact about Brandt is that he’s very knowledgeable in NBA history and statistics. He loves to research specific details regarding player/team stats and the history of the league over the years.