Brandon Biles

Background

About Brandon Biles

I'm a fee-only financial advisor at HoganTaylor LLP and I help people manage money wisely. I don't sell insurance, pick stocks, or think cryptocurrencies are a sound investment strategy for the long-run, but I'm a big fan of low-cost index funds, Roth IRAs, entrepreneurship, and living below your means. I love my job and I'm very conscientious in my work—being a trusted advisor is an honor and a privilege—but I don't take myself too seriously, either.I'm a lifelong Tulsan, graduated from Oklahoma State (go pokes), and currently live in Jenks with my better half, Mariah, and our son. I'm left-handed, allergic to high-pressured sales tactics, and my hobbies/interests include fishing, hunting, golfing, economics, audiobooks, podcasts, financial planning and fantasy football, just to name a few. My Myers-Briggs personality type is INTJ and my top five CliftonStrengths are all in the strategic thinking domain—my HR department says that makes me a unicorn! I'm a big fan of Jerome Powell and an independent federal reserve. What do I think of politics? I don't, and I'm a big fan of selective ignorance. Questions I regularly help clients answer:· Do I need to make quarterly estimated tax payments?· Do I have enough money in Roth accounts?· How should I think about and manage my company stock RSUs, options, etc?· How should I think about investing additional money into rental houses vs. investment accounts?· Should I consider using my company's deferred compensation plan?· Should we move the kids onto my health insurance plan?· Should I choose the high deductible plan or the PPO plan?· Can we afford to