Retirement is yours to enjoy.
We’re here to help you make the most of it.
Until we get the opportunity to hear your story, here's a bit about ours.
Brandon Renfro Ph.D., CFP®, RICP, EA
Hi, I’m Brandon. I live in Hallsville, TX with my wife, Callie, and our two kids.
- As a former professor of finance, I am accustomed to simplifying complex topics and explaining them in plain English.
- I am an Infantry Major in the Arkansas Army National Guard.
In addition to my academic background I have earned a specific set of professional credentials that allow me to offer specialized advice in the area of retirement income planning.
Certified Financial Planner
This is the gold standard of financial planning certifications and covers a broad range of areas. In addition to general financial planning, CFP professionals must be knowledgeable about investments, taxation, retirement planning, and risk management.
Retirement Income Certified Professional
This tightly focused credential is a deep dive into all things retirement income planning. From understanding distribution strategies and their application to structuring investments to support income in retirement and Social Security, retirement taxes, and the income planning process.
IRS Enrolled Agent
Enrolled agents are tax experts that demonstrate knowledge of tax law by passing a three-part examination series over the U.S. Tax Code. Although I don’t prepare tax returns, the work I do for clients requires me to understand the impact of taxes and incorporate that knowledge into client plans.
I consider it among my greatest honors in life to help people find true freedom and joy in their retirement!
Hi, I’m Den! My initial interest in personal finance began from a desire to help my family. My wife Brittany and I have a son, Houston and a daughter, Opal.
Here’s a bit about my background:
- I earned a Master of Science in Personal Financial Planning from Kansas State University, a Master of Business Administration from The University of Texas at Tyler, and a Graduate Certificate in Financial Therapy from Kansas State University.
- I have worked in higher education and as a commercial insurance underwriter in Houston.
- My specific areas of interest within financial planning include estate planning, retirement strategies, financial therapy, and behavioral finance.
To me, financial planning is like a jigsaw puzzle. Sometimes, we get lucky and the puzzle pieces cooperate, fitting together easily. Other times, we feel like a piece is missing or doesn’t belong. However, it may be that the missing piece just looks different than what we envisioned or what we were told it should look like.
Den is currently preparing for his licensure exams and is not yet a registered advisor
Calm the chaos.
Retirement can feel like a puzzle with lots of moving pieces and only one chance to get it right.
At Belonging Wealth Management, we love the challenge of partnering with individuals to discover their unique path to a fulfilling future. You’re the boss of your retirement. We simply offer effective tools and clear guidance to help you make it what you want.
We take our work seriously.
If we have the privilege of working with you, here's what you can always expect from us:
Let's start with a conversation.
YOU'LL NEVER FEEL PRESSURED TO PARTNER WITH US — PROMISE.
Tell us what's prompting you to reach out.
When you click “Start the Conversation,” you’ll provide basic information and we’ll respond within one business day.