As a Client Service Advisor, Brendan helps clients navigate their financial lives with clarity, care, and confidence. He holds a Bachelor of Arts in Finance from Michigan State University and is currently pursuing his CFA Level I designation—demonstrating his commitment to deepening his expertise in investment analysis and portfolio management.

In his role, Brendan serves as a direct point of contact for clients, assisting with everything from account maintenance to portfolio-related questions. He works closely with our advisory team to ensure each client receives timely support and personalized service aligned with their goals.

Brendan brings a thoughtful, analytical approach to every interaction—balancing technical knowledge with a dedication to building strong, long-term relationships.