Your Expert Team
Our dedicated team at Marathon Wealth Advisors is driven by a passion for delivering exceptional service and expertise to our valued clients.
Brandon Mull, CFA, CFP®
Founder and Principal Wealth Advisor
Brandon Mull is Founder and Principal Wealth Advisor for Marathon Wealth Advisors. He brings nearly two decades of experience spanning wealth advisory, investment management, and derivatives trading to serve the needs of his clients. Brandon’s unique expertise lies in the powerful combination of portfolio management paired with customized financial planning which helps clients confidently address key risks such as inflation, market volatility, as well as tax and estate exposure, ensuring their wealth lasts throughout their retirement years.
Prior to founding Marathon Wealth Advisors, Brandon’s career experience included roles in equity research, as well as proprietary futures and options trading. He later was a portfolio manager at Morgan Stanley where he and his team managed and set investment strategy for high net worth relationships totaling over $1billion in AUM. Most recently, Brandon was a Senior Vice President at a top registered investment advisor (RIA), serving as head of their Detroit office with a fourfold growth of relationships, and leading their expansion into the Chicago market.
Brandon holds a BA in Business/Economics from Wheaton College, and holds a rare combination of rigorous credentials, obtaining both the CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) designations. As a four-time collegiate All-American, Brandon eventually became an avid marathon runner, twice qualifying for the U.S. Olympic Trials (2016 and 2020). He believes that the discipline, rigor, and long-term approach required for successful marathoning are analogous to those required for successful financial outcomes and embody the spirit and purpose of Marathon Wealth Advisors.
At the core of Brandon’s work is a deep respect for each client’s individual story, goals, and priorities. He views his role as a trusted partner, helping clients make informed decisions, prepare for the unexpected, and move forward with confidence toward the life they want to build.
Andrea Cure Mull, MS, OTR/L, CBIS
Operations and Strategy
Andrea serves as the head of Operations, bringing a blend of management consulting and clinical experience to Marathon Wealth Advisors. Andrea began her career at Willis Towers Watson, where she advised employers on executive and broad‑based compensation programs across diverse industries. She later transitioned into the field of occupational therapy, working across both inpatient and outpatient settings, where she developed a deep understanding of strategies to maximize functional independence and quality of life for clients of all ages. Andrea holds a BA in Human Development from the University of Chicago and an MS in Occupational Therapy from Rush University; she also holds the Certified Brain Injury Specialist (CBIS) designation.
At Marathon Wealth Advisors, she provides operational support and thought leadership on the intersection of healthcare needs and financial planning. This includes education regarding aging-in-place, including home modifications and strategies to promote independent living.
Erik Summers, JD, MBA
Senior Independent Consultant
Erik Summers is an experienced proprietary trader and business executive. Over the past six years, he has managed his own proprietary trading firm, delivering alpha through technical and relative value strategies. Previously, he held senior leadership roles in financial services, driving client success, business growth, and performance improvement by applying macroeconomic insights across diverse environments.
Erik served as Regional Vice President leading MedPro Group's Midwest business, where he built key partnerships and delivered tailored insurance solutions, resulting in enhanced growth and profitability. As Associate Partner and Senior Solution Leader at McKinsey & Company, he spearheaded domain strategy and analytics implementations for the global insurance practice.
He holds a BA in actuarial science and an MBA in finance from Butler University, a JD from the University of Pennsylvania Carey Law School, as well as a Business and Public Policy certificate from The Wharton School.