In 2015, Brenan joined Raymond James after a very successful eight year career in sales. He quickly worked his way from Sales Representative to Sales Manager then Director of Training and finally Regional Sales Director during his time with Dish Network.
Brenan has always had a strong interest in the financial industry and has been investing since the age of 15. He is passionate about guiding young professionals to plan for a secure financial future. Although he works with clients of all ages, he understands the specific challenges that those balancing growing families and careers face. His goal is to help each client to create a custom portfolio that meets their individual needs.
Brenan earned his degree in Business Management, with an emphasis in Finance and Banking, from Utah Valley University. In 2018, he earned his CERTIFIED FINANCIAL PLANNER™ designation and he currently holds Series 7 and 66 licenses.
Brenan loves outdoor sports such as boating, skiing, rock climbing, and hiking and is excited to be back in his home state of North Carolina to enjoy these activities with his family. He and his wife, Shannon, have an eight year old daughter, Tali, and a four year old son, Kasen.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.