Former golf touring professional turned entrepreneur.
I've built and scaled businesses to 8 figures, led teams of 150+, and competed across 6 continents. My core belief? Business is 100% about people.

My Story
My journey started on golf courses around the world. From 1994 to 2003, I competed professionally on the LPGA Futures Tour, Ladies European Tour, and Asian Tour, playing across Canada, Europe, Asia, India, Japan, and Singapore.
Golf taught me something invaluable: authentic connection is everything. A Prudential Securities VP once recruited me directly from the golf course because he saw what I've always believed: people do business with people they trust.
That philosophy has driven every success since: scaling teams from 70 to 150 advisors, building a lead generation platform to 8-figure valuation in under 12 months, and two successful exits.
6
Continents
8
Figure Exit
150+
Team Scaled
The Journey
Competed on the LPGA Futures Tour, Ladies European Tour, and Asian Tour, traveling around the world twice across 6 continents. It was a PhD in culture, language, and the universal currency of real human connection.
An entrepreneur since day one. I've launched, scaled, and exited businesses across industries, including a lead generation platform taken to 8-figure valuation in under 12 months, two successful exits, and a boutique retirement income firm my team now runs without me. Building is simply what I do.
Built and scaled advisor teams in the financial services industry, from 70 to 150 at the corporate level and 55 across Texas at the regional level. Full P&L responsibility, recruiting, and strategic partnerships.
Volunteered with The First Tee of San Antonio, teaching youth life skills through golf. Giving back while maintaining industry connections.
Core Philosophy
"Business is 100% about people: the connection, validation, and trust that enables growth and prosperity."
Kind Words
Brandi Jo helped me see my retirement and my business as one integrated plan, not two separate problems. She asks the right questions, listens deeply, and makes you feel genuinely seen. The clarity and confidence I have now is worth every conversation.
Sandra Sell
Retirement Income & Business Client
Continuing the ripple of good energy and love, one person at a time.
The Chapter I'm Living Now
After a career of building, scaling, and exiting my own businesses, I've stepped into the seat I was always meant for: Co-Pilot Advisor with Exit Without Selling.
I sit beside fellow entrepreneurs and small business owners, the ones who built something real, and help them exit the day-to-day without selling the business they poured their lives into. They keep flying the plane. I make sure they're finally free to enjoy the view.
This isn't another venture. It's my way of giving back, and the most meaningful work of my career.
Ventures & Projects
Retirement Income Planning
I built Ridgemont. Then I exited without selling it. My team has been unleashed to run it as they see fit, maximizing their own skills and talents. Ridgemont does one thing, and does it well: retirement income plans. We help W-2 employees max out their retirement plans for income, long-term care, and passing on assets without unnecessary taxes.
And quietly, the team always has room for one more seasoned, licensed advisor who closes with heart.
Golf Lifestyle Network
A network of local golf lifestyle communities connecting golfers to the courses, the homes, and the life in the country's best golf cities.
The Podcast
Spirit. Soul. And Story.
The Brandi Jo Show is back, and this season we stop asking who you've been and start asking who you came here to be. Spirit. Soul. And Story. Three words, one filter. Every episode pulls a real person into the space between the life they were handed and the life they're meant to build. No performance. No polish for its own sake. Just the raw work of remembering who you are and the stories of the people doing it. This season starts in the heart, with Brandi Jo and her wife, Claudia, and it doesn't let up. A calling isn't found. It's crafted. Come build yours. No pressure. Only presence.
Get in Touch
Whether you're interested in collaboration, have a question, or just want to say hello, I'd love to hear from you. The best conversations start with a simple connection.