Tuesday, August 12 at 8:30 AM (CT)
Breakfast with Brand is an open, roundtable-style discussion on current events and the global market environment. More importantly, it’s a great opportunity to get together and enjoy a light breakfast while reflecting on what’s happening in the world today.
All are welcome to this event. Feel free to share this invitation with friends, family, or colleagues who might enjoy this event. We look forward to seeing you on Tuesday, August 12th!
Where To Go
This Breakfast with Brand session will be held at our offices in the Founder’s Room, 16090 Swingley Ridge Road, Suite 620, Chesterfield, MO 63017.
About the Presenters
Phil Daniels, CFP®
Chief Operating Officer & Partner
Phil joined Brand Asset Management Group in 2004 and has 30 years of experience in the investment industry. In 2021, Phil’s commitment to BAMG was recognized when he became a partner in the firm.
Phil earned a Bachelor of Science degree in Finance from Millikin University in 1991 and received his MBA with a concentration in Finance from the Olin School of Business at Washington University in St. Louis in 2003. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007.
Phil chairs the Board of Trustees for the Lutheran Hour Ministries Foundation. He enjoys devoting his free time to family, travel, golf, and watching college football.
Tim Egart, CEPA®, CFP®
Executive Vice President & Partner
As a wealth advisor, Tim enjoys spending his time with clients crafting plans to accomplish their goals – paying close attention to the investment, estate, risk, and tax implications of the decisions made. His desire is to establish a deep relationship allowing for a true partnership with every client. Tim demonstrated his commitment to the firm by becoming a partner in February of 2022.
Tim earned a Master of Business Administration from Saint Louis University’s John Cook School of Business and a Bachelor of Science in Finance from Arkansas State University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the CEPA designation.
Tim earned his Certified Exit Planning Advisor (CEPA) designation in 2024. Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit.
Tim was a collegiate baseball player and played professionally within the San Francisco Giants organization. He currently serves on the Board of Directors for the Fellowship of Christian Athletes – St. Louis. Tim and his wife, Alli, have three young and active sons. When they aren’t at home or work, you can most likely spot them on a local sports field.
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