Brennan didn’t just help us manage our money, he helped us create a plan that will support our family for generations. It’s given us such peace of mind to know that even after we’re gone, everything is in place to take care of our kids. He’s got a way of taking complex concepts, that we were overwhelmed by, and making them simple to understand. He took all of our needs and wishes into mind and overall, we felt heard, respected, and trust him. We’ve tried a few advisors in the past, and never truly felt 100% comfortable. So glad we found Brennan!
Relationship to Financial Advisor: Client as of Jun 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.