Patsy Lampert
Co-Founder: Compliance Expert

Patsy is the heart of Shielded Wealth and the steady hand behind decades of successful LLC setups and partnership tax filings. With nearly 30 years of experience, she brings deep practical knowledge into every client interaction.

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What sets Patsy apart is not just what she knows, but how she applies it. She has a natural ability to translate complex tax and compliance requirements into clear and thoughtful guidance that helps clients feel confident rather than overwhelmed. She takes the time to understand each client’s goals, concerns, and real-world implications before moving forward.

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Patsy believes good structure creates peace of mind. At Shielded Wealth, she ensures every LLC and partnership is set up correctly, intentionally, and with long-term stability in mind.

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Brandon Gravning
Co-Founder: Strategy and Technology

Brandon is the planner behind Shielded Wealth’s long-term vision. He focuses on building scalable systems and technology-driven processes that allow the company to grow while maintaining precision and care for each client.

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With a strong eye for strategy and a deep respect for responsibility, Brandon designs frameworks that balance creativity with clarity. He is drawn to understanding the why behind each process and the impact decisions have on clients and their futures, resulting in systems that are efficient, resilient, and trustworthy.

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Brandon translates complex regulations into workflows that feel clear and dependable. He believes structure should create freedom and remove stress, not add to it. His work ensures Shielded Wealth can scale with integrity while preserving the human connection clients value.