Brendan was born and raised in Dublin, New Hampshire, attended Colby College in Maine and now splits his time between Massachusetts and Maine with his Fiance, Nicole and their puppy, Lily. Outside of the office, he enjoys staying active, and Brazilian Jiu Jitsu. He reads as much as he can and is currently attempting to learn how to play chess and Golf. He is getting a little bit less terrible at them every day!
Brendan joined the financial advice industry in 2015 and teamed up with Pinnacle Investments in 2019. He was drawn to the small family business feel of Pinnacle as well as the commitment to client service. His practice is built on holistic wealth management and believes that a financial plan is the first step towards a successful and stress free retirement. His greatest joy is getting to know his clients and their families.
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Thinking about retirement and financial freedom. We specialize in helping you find the path to a “work-optional” life.
Looking for a trusted advisor. Our clients realize that they will only retire once and want expert guidance to make sure they get it right.
Good people. Whether you are looking for a collaborative ally, or want to delegate your financial planning so that you can focus on other things, mutual respect is essential.
