Designations and Licenses

Brodie is a CERTIFIED FINANCIAL PLANNER™ professional. 

Experience and Education

Brodie develops comprehensive wealth solutions for clients. He also provides support related to wealth management solutions, asset allocation, insurance, retirement planning and estate planning.

Prior to joining Mariner, he served in a similar role where he worked alongside a senior advisor to meet clients’ wealth management needs.

Brodie has two bachelor’s degrees in finance and energy management from the University of Oklahoma.