Brennan is a Certified Financial Planner™ with over six years of experience in the wealth management industry. A graduate of the University of Wisconsin at River Falls, Brennan is passionate about enhancing processes, technology, and communication to elevate the client experience. His dedication to client satisfaction drives his thoughtful approach to financial planning and wealth management.
In addition to his professional endeavors, Brennan serves as a board member on the Finance Committee of the American Marketing Association. Outside of work, Brennan enjoys fly fishing, a hobby he pursues actively through Laughing Trout, a non-profit organization, combining his love of the outdoors with community engagement.
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