Brandon Masbruch

Brandon Masbruch serves as Vice President and Chief Investment Officer of Midwest Financial Group, a comprehensive wealth management practice overseeing more than $400 million in client assets.* Drawing on leadership experience in the military, public service, and financial services, Brandon helps individuals, families, retirees, and business owners make confident financial decisions through disciplined planning, investment management, and tax-aware wealth strategies.

As Chief Investment Officer, Brandon helps guide the practice's investment philosophy, portfolio strategy, and long-term vision while working directly with clients to develop personalized financial plans. His areas of focus include retirement income planning, investment management, tax-efficient wealth accumulation and distribution strategies, risk management, and legacy planning.

Brandon's approach to financial planning was shaped by his service in the United States Army, where he was responsible for developing training programs for new medics and improving procedures for rapid mission deployment. Those experiences reinforced a philosophy that continues to guide his work today: successful outcomes are rarely accidental. They are achieved through preparation, thoughtful strategy, and the ability to adapt when circumstances change.

A lifelong resident of southwest Wisconsin, Brandon believes financial planning should reflect the same values that define the Midwest—hard work, common sense, integrity, and a commitment to helping others. He strives to simplify complex financial decisions and provide clients with practical guidance that helps them move forward with confidence. Whether helping a family prepare for retirement, assisting a business owner with succession planning, or guiding clients through changing market environments, Brandon's focus remains the same: delivering advice that is objective, strategic, and aligned with each client's goals.

Brandon earned a bachelor's degree in Business from Kaplan University and a Master's Degree in Finance, with an emphasis in Financial Planning, from Purdue University Global. In recognition of his professional accomplishments and leadership within the industry, he was honored as a recipient of the NAIFA-WI 4 Under 40 Award.**

A respected voice within the profession, Brandon has been invited to speak at numerous national investment and wealth management conferences, including the Titan Investors Scottsdale Due Diligence Retreat, Titan Investors Minneapolis Active Exchange, Boston Private Wealth Management Summit, San Diego Private Wealth Management Summit, and multiple Private Wealth Forums hosted by Markets Group. He has shared insights on investment management, advisor due diligence, practice management, and industry trends with financial professionals from across the country.

Beyond his role at Midwest Financial Group, Brandon is deeply committed to serving his community. He serves as President of the Village of Belmont and remains active in emergency services through the Belmont Fire Department and Belmont EMS. His dedication to service—whether in the military, his community, or his profession—reflects his lifelong commitment to helping others prepare for challenges and achieve meaningful goals.

Brandon and his wife, Shelly, are proud parents of three daughters. Together they enjoy exploring Wisconsin's communities and outdoors, attending sporting events, and spending time with family. An avid fisherman, Brandon looks forward each year to a Canadian fishing trip that provides both adventure and an opportunity to reconnect with family and friends.

*as of 5/31/26

**2018 NAIFA-WI 4 under 40 Award, awarded by the WI chapter of NAIFA. This recognition is awarded to professionals based on their success in practice, continuing education, industry and community involvement under the age of 40 and is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor.