Brendan has been in the financial industry with six years of experience. A two-time MDRT (Million Dollar Round Table) award recipient, he is passionate about financial literacy and holistic wealth management.

As a Senior Personal Wealth Manager, Brendan specializes in curating investment portfolios that suit the needs of his clients in their various stages of life. He is dedicated to empowering young professionals and retirees with personalized solutions that secure their financial future. With a commitment to integrity and lifelong partnerships, he strives to provide clients with the confidence and peace of mind they deserve.

Beyond serving clients, Brendan is deeply committed to financial education and has been invited by his alma mater for the past three years to share valuable insights on financial literacy with students. Believing that informed financial decisions lay the foundation for lifelong success, Brendan strives to instill confidence and financial empowerment in both clients and the next generation.