SYRACUSE, UT, July 18, 2025 /24-7PressRelease/ -- Brandon S. Handy, CLU, AEP, LUTCF, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Mr. Handy has cultivated a distinguished career in the financial services industry, marked by his expertise in adviser management and his commitment to fostering team growth. As a program manager at CUSO Financial, he has held this position since 2019. In this role, he is instrumental in reducing friction for advisors, ensuring seamless operations and enhancing overall efficiency. His exceptional team-building skills have been pivotal in assembling a cohesive group of professionals who complement each other's strengths, driving growth through retention.

Before his current role, Mr. Handy was a financial adviser at CUSO Financial Services from 2015 to 2019. During this period, he refined his advisory skills and developed a keen understanding of client needs, laying the foundation for his subsequent success as a program manager. His ability to identify and nurture talent within his team was evident as he consistently sought individuals who brought unique skills to the table.

From 2011 to 2015, Mr. Handy served as an associate general agent and financial adviser at Allegis Financial Partners. In this capacity, he expanded his expertise in estate planning and financial advising, further solidifying his reputation as a trusted professional in the industry. His dedication to client satisfaction and strategic planning was recognized through various accolades.

Mr. Handy's career began at New York Life Insurance Company, where he worked as an agent and registered representative from 2001 to 2006, and then became a partner from 2006 to 2011. His tenure at New York Life was marked by significant achievements, including being named New Agent of the Year and Partner of the Year. This early recognition set the stage for his future accomplishments and leadership roles.

In addition to his professional endeavors, Mr. Handy is actively involved in industry-related organizations, including the National Association of Insurance and Financial Advisors and the Salt Lake Estate Planning Council. His commitment to continuous learning is reflected in his certifications as an accredited estate planner from the National Association of Estate Planners & Councils, a chartered life underwriter from The American College of Financial Services, and a Life Underwriting Training Council Fellow from the National Association of Insurance and Financial Advisors.

Mr. Handy's educational background includes coursework in technical sales at Weber State University, which has been instrumental in shaping his approach to client relations and sales strategies. His academic pursuits have provided him with a strong foundation for understanding complex financial concepts and effectively communicating them to clients.

Beyond his professional achievements, Mr. Handy has demonstrated a commitment to civic engagement through his past presidency and board membership with the Estate Planning Council of Weber/Davis from 2002 to 2016. This involvement highlights his commitment to community service and leadership in the field of estate planning.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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