As one of our financial advisors, Brennan collaborates on building and monitoring the investments of our clients, helping to ensure they remain balanced and aligned with each individual client's goals and objectives.

Brennan graduated with honors from the Haworth College of Business at Western Michigan University, where he earned a bachelor's degree in finance with a minor in economics and business.

Brennan holds Series 7 and 66 licenses and Michigan insurance licenses for life, health and variable annuities. He has also earned the designation of Accredited Asset Management Specialist^SM and Chartered Retirement Planning Counselor^SM from the College for Financial Planning.  

Personal Information

Brennan is married to Allison, they are both lifelong residents of Battle Creek. Allison is a speech therapist, serving the Battle Creek community. They have two wonderful children, Linley and Camden. They are active at First Wesleyan Church where they have made many great friends. In his free time, Brennan enjoys spending time with his family, traveling and playing ice hockey. /p>