View in portrait for best experience

Brannon Champagne

Advisor

CPA, CFP®

As an Advisor on the Finerty Team at Moneta, Brannon Champagne works to help clients achieve their goals and enjoys serving their financial needs through research, problem solving, and effective communication.

Brannon attended the University of Missouri, where he earned his Masters of Accountancy while playing baseball for the Tigers. He is also a Certified Public Accountant (CPA).

Brannon started his career at Pricewaterhouse Coopers LLP, where he gained valuable public accounting experience as an auditor. He then served as the Accounting Director at EyeCare Partners before joining Moneta. While at Moneta, Brannon became a CERTIFIED FINANCIAL PLANNER™ to further enhance the service he provides his clients.

Born and raised in St. Charles, MO, Brannon now lives in Brentwood, MO with his wife and their dog. He enjoys traveling, supporting all St. Louis sports teams, and spending time with friends and family.

  • Certified Public Accountant
  • Series 65 (Registered Investment Advisor) Licensed
  • CERTIFIED FINANCIAL PLANNER™

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Monthly Recap – February 2025

Monthly Recap – February 2025

March 6, 2025

MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...

The Trump 2.0 Trade: Over Before it Started?

The Trump 2.0 Trade: Over Before it Started?

March 4, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...

How to ensure your retirement is as successful as your career 

How to ensure your retirement is as successful as your career 

March 3, 2025

Translating complex executive compensation into your dream retirement  In the fast-paced world of corp...

A Freeze Precedes a Drought

A Freeze Precedes a Drought

February 27, 2025

Post by Deb Dubin, Chief Philanthropy Officer. Executive Orders (EO) signed by the President in Januar...

VIEW ALL ARTICLES

Let’s make every moment count together…