Brendan joined the GLH&C team in 2018, bringing with him years of financial planning and business retirement plan experience. He works side-by-side with his clients, listening to their needs focusing on giving them relevant guidance to their situation. Brendan enjoys being a part of the process to help clients organize and work towards their financial goals. He especially enjoys working with clients that he has a professional and personal connection to. He is motivated by making a long-term positive impact on his clients’ lives.
Brendan Graduated from California State University, Sacramento and holds a Bachelor of Arts in Economics. In his personal life he enjoys DIY projects and going on adventures with his dog.