WEALTH ADVISOR

Brennan serves as a wealth advisor for one of our advisory teams. 

He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a registered representative of Raymond James Financial Services.

Brennan plays an active role in helping clients clarify their goals and make informed decisions to simplify and organize their financial lives. The comprehensive financial planning he provides includes the coordination of investment, tax, estate, retirement income and preservation planning. In doing so, his goal is to empower clients, yet keep them accountable to the plan.

Brennan began his career at Paramount Wealth Management, interning for two years prior to joining the firm full time in 2010. Earlier in his life, Brennan worked at the Country Club of Jackson, where he held a variety of positions. He earned a Bachelor Degree in Finance from Michigan State University.

Brennan resides in Jackson, Michigan, with his wife, Lisa, and children, Avery and Cooper. In his free time, he enjoys lake activities, golf, mountain biking and traveling to see friends and family. Brennan is a member of Queen of the Miraculous Medal Catholic Church in Jackson.

Raymond James does not provide tax or legal services.  Please discuss these matters with the appropriate professional.

The above mentioned organizations are not affiliated with Raymond James.