Brendan is a Regional Vice President and Financial Advisor who has been with the company since 2021. His value proposition is centered on his comprehensive approach to financial advising. He not only provides investment advice but also assists clients in preparing for retirement, managing their tax liabilities, and addressing their everyday financial needs.
Brendan aims to work with select clients who can leverage his professional experience with personalized financial strategies. He is a graduate of Clemson University with a degree in financial management and holds the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning, showcasing his specialized knowledge in retirement planning.
He and his wife, Kelli, reside on the Eastern shore of Maryland where he enjoys things like hunting, fishing, golf and other outdoor activities.