Brendan provides specialized planning for his client’s personal financial and retirement future including helping those in or near retirement and working with business owners.

Brendan earned his Bachelor's degree in Business Administration from Stonehill College. He is the second generation of his family to be involved in the Financial Services Industry. Since starting in the industry in 2012, Brendan has been a member of the National Association of Insurance Financial Advisers (NAIFA). Brendan has been a qualifying member of the Million Dollar Round Table (MDRT) every year since 2014*. He is a member of a New England-based study group of successful financial advisors who meet regularly throughout the year to discuss new financial practices and strategies to implement and enhance the client relationship experience.

^{*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.}