Brandon has lived in Columbus, Ohio practically his entire life. He attended St. Brigid of Kildare Elementary School and then Bishop Watterson high school. Upon graduation, he attended The University of Cincinnati and dual majored in Finance and Real Estate. At UC, he spent his first two years studying to become a doctor while playing hockey for the University.

From a young age, Brandon has always had an entrepreneurial itch, so during his summer breaks he started a landscaping company which allowed him to see the benefits of owning your own business. Upon returning to school, Brandon decided he wanted to pursue a career in business instead of medicine. Still with a desire to help people, Brandon settled on Finance with a focus on Financial Planning, he decided that if he can’t help people fix their health, he can help them fix the next best thing, their relationship with money.

Brandon started his career at Principal Financial Group in 2021, where he focused on protecting people’s greatest asset – their income. He was actively involved at The Ohio State University working with new Residents and Fellows to select appropriate Disability coverage. However, Brandon knew that there was more that he could do as a Financial Planner and did not like how transactional the insurance side of the business had become. So, he started to lay the foundation for a shift to a new firm.

Brandon settled into First Financial Group in October of 2023, where he works by utilizing a team approach to deliver custom-tailored financial strategies to his clients. Brandon prefers this over solo work because two sets of eyes are always better than one. At First Financial Group he has all the tools necessary to lead clients up and down the financial mountain.

Knowledge is the key to a successful financial future. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Jameson Lett is a Financial Advisor with a practice based in Columbus, Ohio. He loves the challenge in honing his craft and all of the unique clients he gets to work with. But the path to get to where he is today was less than conventional.

Weary of the traditional advisory model with its narrow focus and cookie-cutter advice, Jameson graduated from The Ohio State University and chose a different path: He spent 5 years working with people with developmental disabilities to help them achieve meaningful employment and community engagement. The work was never boring and elicited its own reward, but Jameson saw the way that thoughtful financial planning could drastically enhance people’s lives, particularly when medical complexities were part of the equation. Unable to shake the entrepreneurial itch, he began laying the foundation for his future business in 2012. Through the help of others and with a healthy mix of creativity and grit, Jameson launched his practice in the early Spring of 2013.

Over the years Jameson has developed and refined a planning process that helps people see their financial world in a way they often never have before. Today he is proud to run a comprehensive planning practice that delivers custom-tailored strategies to other business owners, investors, aspiring entrepreneurs, and the many other professionals and families that make it all possible. Best of all, Jameson is still fortunate to advocate for people with developmental disabilities. In addition to working with the families and businesses that operate in this space, Jameson also serves on the board of directors for I Am Boundless, one of the largest and fastest growing service-providers in Ohio.

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Specializing in Helping to Preserve the Financial Integrity of the Family!

I build long-term relationships with my clients and guide them to reach their full financial potential. Through financial education, I help clients develop effective strategies to help make their family’s financial goals, dreams and desires come to fruition. Products do not solve problems, strategies do.

What do you see? What don’t you see? Most of life’s accidents and unintended consequences come from the things we do not see and do not know. I help my clients see what is actually happening to their money, and to uncover the truth about how money works in financial products and the economy, so they can make the right decisions and create the right strategies for themselves.

I am passionate about helping and being a resource for others. I have seen a lot of financial ruins in my life, because people either received bad advice, lack of planning or had intentions to do something, but never did. I want to prevent people from making the same mistakes others have made before them.

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Why do most Americans struggle in climbing up AND down the financial mountain, when we live in the most free and prosperous country in the world?

This is a question that I have often contemplated over the past 20 years, during a very diverse career in the financial services industry. While I can't give you the exact answer, perhaps I can share my beliefs and some insights of what I've learned...

I believe the deck is stacked against the typical American, as it relates to their own financial pursuits. Actually, when you think about it, that’s true in most areas of our lives. I believe it takes a different and uncommon approach to overcome the heavy obstacles and strong headwinds that exist today. We must challenge our own belief systems – especially as it relates to the status quo of traditional wealth accumulation and distribution strategies. To get ahead, it is OUR OWN RESPONSIBILITY to educate and expose ourselves to the complex rules, risks, secrets and hidden traps governing the financial and economic world that we now live in. This cannot be done alone and we must find others that we can absolutely TRUST to walk along with us on our journey.

The good news is it's not as complicated as it appears!

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Rob takes a wholistic and comprehensive approach to financial planning, and is dedicated to always putting the needs of his clients first. His areas of concentration include investments, retirement, and college planning.

Following an internship with Merrill Lynch in college, Rob decided to enter the sales side of the financial services industry. Between 2009 and 2018 he built and ran a MassMutual office, during which time he qualified for Management Council and Leaders Club multiple times. Between 2018 and September 2022, he worked for PennMutual running the Columbus office. He won Manager of the Year in 2019 and the Award of Excellence in 2021. Rob was also a multiple-time Royal Blue Qualifier. In September 2022, Rob joined the team at First Financial Group as a Partner.

Outside of the office, Rob lives with his wife Molly, who is an Occupational Therapist in Olentangy Schools. They have two wonderful daughters named Ellie and Marin. He enjoys spending time with with his family and friends, playing golf, working out, and skiing.

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Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.