Brandon is a Director, Wealth Manager of Steward Partners and Founding Partner of Haase Family Advisors. Brandon attended Colorado State University from 1992-1994 and completed his college education at SUNY Cobleskill in 1998 with a Bachelor of Technology degree. After college he worked with a large landscape firm in Central New Jersey. He has worked in the financial services industry since 2004.

Brandon began his career as a financial advisor with Smith Barney where he underwent an intensive training program over a six-month period. During this time, he earned his New York State life, accident, and health and long-term care insurance licenses as well as the Series 7, 63 and 65 securities licenses. Two years into his career he formed a partnership with his father, Hank, who had been with Smith Barney since the late 1980s.

In 2009, Brandon and his father made the decision to move to RBC Wealth Management where they grew their business until Hank’s retirement in 2015. In Fall 2016, Brandon was introduced to Steward Partners by two of its founding partners who had mentored him early in his wealth management career. Brandon joined Steward Partners in 2017 as a Founding Partner and has since earned his CFP® designation in 2020.

In his free time, Brandon enjoys golfing, downhill skiing, and spending time in the Adirondacks with his wife Helena and their dog, Rose.

Brandon is a problem solver. His goal is to try to solve all his clients’ financial problems and still have time left over to golf and ski.

^{Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}

Stephanie is a Director and Partner of Haase Family Advisors at Steward. She completed her undergraduate studies with a Bachelor of Science degree from the School of Hotel Administration at Cornell University in 1993. Stephanie earned her law degree and Masters in Business Administration from the University of Texas at Austin and a DEJEI from the Université de Paris X-Nanterre in 2000. She has worked in the financial services industry since 1999.

Prior to joining Brandon at Haase Family Advisors, Stephanie served as a Vice President in the Capital Introduction group at Goldman Sachs & Co., Inc. in Manhattan; Director of the Insignia Legacy Fund for Meritage Capital in Austin, Texas; Assistant Vice President of Investments for Alterra Capital, a Bermuda-based insurance company; and a stay at home mom for several years. Stephanie has her New York State life, accident, and health and long-term care insurance licenses. She is a Chartered Financial Analyst (CFA®), a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Alternative investment Analyst (CAIA), a Chartered Retirement Plan Specialist (CRPS), a Certified Exit Planning Advisor (CEPA), and a retired member of the New York State Bar.

In her free time, Stephanie enjoys golf, working out, genealogy, traveling, and spending time with her son Henry and dog Bantam. Stephanie served on the Board of Trustees of Ellis Medicine as Treasurer, Chairperson of the Finance & Planning Committee, and member of the Investment, Pension, Executive, and Audit Committees from 2017 to 2024.

When Stephanie is not encouraging our clients to do things that are good for them and their financial plans, she is busy encouraging her family to do things that are good for them.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Hank the Hare was born in 2021 after Brandon expressed his wish to have a logo we could put on a golf shirt. Why Hank? The original Hank Haase was our Dad and we had always talked about working together, so now we do, at least in spirit. Why is he a hare? Our last name, Haase, means “hare” in German. We’ve traced our Haase family back to the early 1600s, but we still don’t know why we are named after a bunny.

Hank makes us smile and reminds us of what’s most important: family.