Brendan previously worked for the 2nd largest distributor of US financial products for 13 years. During that time, he grew a book of business from 2 financial service professionals to 582 financial service professionals!
Under Brendan's leadership, his financial service professionals provided over $470 million in financial services to their clients.
Brendan started his career at Putnam Investments. At the height of the 2008 Global Financial Crisis, and in less than 3 years, he procured over $90 million in new assets.
He has been happily married to his wife, Rachael, for 7 years. They share a healthy, active, fun-loving 4-year-old son, Alex. They live in the suburbs of Raleigh, North Carolina.
Brendan's grandfather was Chief Counsel on the Senate Permanent Subcommittee of Investigations on Organized Crime. He replaced Sen. Robert F. Kennedy.
Brendan played for 3 different sports teams in high school. As captain of the tennis team, he led his school to win the New Hampshire state championship.
He graduated Plymouth State University with a degree in Business Management. Brendan followed in the footsteps of his father, who not only graduated from PSU, but also was chosen "Mr. Plymouth State University" by the school newspaper.
Brendan coaches soccer every week during soccer season for his local youth league.
He has spoken to thousands of financial advisors at public events about strategies for maximizing tax-free pensions for clients.
In his spare time, Brendan loves to boat, tube, jet ski, and hike.