Brandon Koehler, CFP® joined WHZ in June of 2022 as a Client Relationship Associate. He was promoted to Senior Associate Paraplanner and then to his current role of Manager, Financial Planning Services in February 2026. Brandon partners with our advisors in the development, oversight and management of our clients’ strategic financial plans.

Prior to joining WHZ, Brandon worked for UConn Athletics and the Town of Mansfield with a focus on operations and customer service. At UConn, Brandon served as the Business Lead on the Formula Student racing team, the university’s flagship engineering organization.

Brandon received his degree in Economics with a minor in Communications from the University of Connecticut, graduating in 2022. Brandon grew up in Mansfield, Connecticut and in his free time enjoys traveling, watching Baseball, working on cars, and spending time with his family and girlfriend.