BUILD MORE THAN WEALTH.
BUILD YOUR VICTORY.

Brandon is led by his faith, his love for his family, and his drive to push those around him to achieve their highest goals. As a professional baseball pitcher for seven years, with stints in the Montreal Expos, Baltimore Orioles, and Pittsburgh Pirates organizations, he knows firsthand the work and commitment it takes to pursue an ambitious goal. Following his time in baseball, Brandon founded multiple small businesses, continuing his pursuit of excellence while developing his financial acumen.

After years serving clients at larger firms, Brandon wanted to build something more personal. He founded Victory Private Wealth around a deeper level of care: a team that builds genuine relationships, understands what matters most to its clients, and helps them pursue it. His vision is for that work to enrich their lives well beyond their finances.

Joe’s approach to financial advising has been shaped by nearly 30 years of working with people through decisions that carry real weight. Having guided clients through the dot-com collapse and the Great Recession, he came to believe that sound advice requires more than understanding the numbers. It means helping people think clearly when emotions run high and keeping their financial decisions connected to the lives they want to lead.

That belief led Joe to study evidence-based investing and bring it into his work with high-income individuals and families, including business owners, physicians, and executives. He helps clients prepare for business transitions and make investment decisions within a broader financial plan. Since 2006, he has also taught and coached advisors across the country as a faculty member of The Living Balance Sheet®, sharing the approach he has developed throughout his career.

Jeff found his calling in coaching after playing collegiate baseball at Concordia University in Austin and the University of Texas at Arlington. Working with people in athletics and fitness, he discovered how much he enjoyed helping others develop their abilities and work toward goals that mattered to them. That desire to help people progress has remained a consistent part of his work, from coaching to business ownership and financial services.

As the majority owner of three small businesses, Jeff understands the commitment and responsibility that come with building something of your own. At Victory Private Wealth, he brings that experience to his work with clients, helping them develop financial strategies around their priorities. He sees that work as an opportunity to help people create more possibilities for themselves and the next generation.

Mary brings a practical, detail-oriented approach to assisting new clients at Victory Private Wealth. She is committed to making their first steps with Victory organized and efficient, with clear guidance throughout the entire process.

Her background includes 20 years in legal, disability-claim, and healthcare administration, along with a specialty in administrative technology. As Executive Assistant, she applies that experience to managing the details and keeping each client’s onboarding on track.

Jason believes the relationships we build and the people we serve are the truest measure of success. That belief has shaped a career centered on understanding people’s needs and building lasting client relationships, including 12 years at TCWGlobal, where he served as Managing Vice President of Business Development.

At Victory Private Wealth, Jason works with entrepreneurs, executives, and multigenerational families. He takes the time to understand their priorities and assists them in making financial decisions that support the goals they’ve set for themselves. His background in corporate leadership and business development brings a practical perspective to those conversations, particularly for clients balancing professional responsibilities with personal financial decisions.

Chase came to wealth management after spending much of his career building businesses and serving clients with demanding, high-profile careers. He understands the responsibility of protecting what you’ve built and making decisions that affect the people who depend on you. Guided by his faith and a belief in generosity, he joined Victory Private Wealth to put that experience to work for others.

A graduate of Dallas Baptist University, Chase works with business owners, entertainers, athletes, and their families. He takes the time to understand how their financial decisions connect with their businesses, personal priorities, and everyday lives. His approach starts with listening and honest conversation, with the goal of building relationships that last as his clients’ needs and circumstances change.

Guided by his faith, Levi serves others with an emphasis on integrity, care, and being someone people can rely on. At Victory Private Wealth, he works with individuals and families to understand their financial needs and build relationships that continue as those needs change.

Levi brings more than seven years of experience in hospitality and commercial insurance, where his work centered on understanding what people needed and finding ways to assist them. He brings that same personal attention to his work with clients at Victory.

Ben approaches his work with a strong faith and a commitment to integrity. Years of playing baseball, including three seasons at Oklahoma Christian University, helped him develop the discipline and work ethic he brings to Victory Private Wealth.

He graduated summa cum laude with a bachelor’s degree in mathematics and a minor in finance, and gained practical experience through internships in financial services and actuarial science. Raised in Texas, Ben continues to call it home and enjoys spending time outdoors.

Alexander was drawn to financial services as a way to combine his interest in finance and economics with his desire to serve others. After earning both his bachelor’s and master’s degrees from the University of Florida, he pursued work assisting individuals and families in making informed financial decisions and preparing for their future.

Based in Tampa, Alexander approaches his work with a strong faith and a belief in putting others’ needs first. He values the relationships he builds with clients and the opportunity to assist them in protecting what matters most to them.