Brendan promotes collaboration with his colleagues to better support clients and create an environment where people feel comfortable coming to him for help. When Brendan joined the financial services industry in 2016, his goal was to ensure that clients felt confident while working together to achieve their financial goals. He believes that advising is about forming relationships with clients, listening to their hopes and needs, and building a pathway in their best interest.
Brendan helps clients determine the appropriate levels of insurance coverage, selecting the best solutions for their given situation. He also assists clients with investment planning, providing the best path forward to help achieve their goals.
Brendan earned his Bachelor of Arts degree from SUNY Cortland. He currently resides in Bay Shore, New York with his wife Danielle and their dog Shiloh. He enjoys ongoing professional education to further his knowledge and skills. In his downtime, he enjoys traveling, attending sporting events, golfing, and the outdoors.
Brendan offers initial consultations without a fee or commitment.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.
Check the background of this investment professional on FINRA’s BrokerCheck