Professional
Brendan holds a CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and works with individuals and business owners to create comprehensive financial plans that incorporate both insurance and investments. His practice is 'by referral only' and thrives off of favorable introductions from satisfied clients.
After graduating Siena College with honors and a bachelors degree in Finance, Brendan started his career with Northwestern Mutual in 2004. He quickly grew a personal practice in Westchester County and New York City. In 2007, he was appointed Managing Director and at the time he was the youngest Managing Director in the company.
Brendan's vision is to continue building an outstanding reputation known for expert planning and service that goes beyond simple investment management. His goal is to remain focused on fewer clients who share his objective of implementing well rounded plans that integrate all areas of the financial planning spectrum.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Certificant (2009)
- The American College - Chartered Life Underwriter (2007)
- The American College - Chartered Financial Consultant (2009)
- The American College - Chartered Advisor in Philanthropy (2018)
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Finance | Siena College |