Brandon Roop, CFP®, CRPS® joined Donaldson Capital Management (DCM) in 2010 and serves as VP of Investment Advisory and Senior Investment Advisor. In his previous role as VP of Retirement Plan Services, he developed and managed DCM’s Retirement Plan Services division. Respected for his industry expertise, Brandon currently participates on the Schwab Retirement Plan Advisory Panel. In this role, he offers insight and feedback to help Schwab improve its platform and retirement plan solutions. Additionally, he leads a team of Investment Advisors to guide individual investors successfully along their financial journey. Brandon has also served as a key decision-maker on DCM’s Investment Policy Committee.
Brandon graduated from Wabash College in 2006 with a Bachelor of Arts degree in Economics. He played football for Wabash, and in addition to being elected Team Captain, Brandon was named All-Conference Honorable Mention. He credits much of his discipline and work ethic to the extensive training required of a collegiate athlete.
After graduation, Brandon joined ACES Power Marketing as an Energy Trader. While at ACES, Brandon attended the Indiana University Kelley School of Business, earning his MBA with an emphasis in Finance in 2011.
In October 2013, Brandon completed the CFP Board’s requirements for certification and obtained the Certified Financial Planner™ designation. Then, in December 2016, he completed the Chartered Retirement Plans SpecialistSM professional designation program. As a part of this accomplishment, Brandon has spearheaded DCM’s launch into the critical realm of pre-retirement saving through company retirement plans.
Brandon and his wife, Leah, live in Newburgh with their daughter, Reagan, and sons, Ramsey and Roman. He serves on the Wabash College Alumni Board of Evansville, actively participates in several ministries and non-profits, and attends Bethel Church.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Plans SpecialistSM and CRPS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.