As your financial advisor, Brennan helps you implement your custom tailored financial plan. That includes building and reviewing the progress of your plan, your investments, analyzing potential risks associated with your individual situation and adjusting as needed.

Brennan graduated with honors from the Haworth College of Business at Western Michigan University, where he earned his bachelor’s degree in finance and a double 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 and together they are raising their family in Battle Creek. They are both lifelong Battle Creek residents and are deeply invested in the community. They have three wonderful children Linley, Camden, and Callan. Brennan has a passion for coaching and spends much of his free time on the field, court or sheet of ice coaching his children in their many sports. Allison is a licensed speech therapist but has taken time away recently from her profession to help raise their family. Allison has a passion for moms and helps run a local Mothers of Pre-schoolers group. Together they are both very active in their local church, leading groups, volunteering, and serving. Outside of his family and church Brennan enjoys playing hockey in the local men’s league, golf and most of all traveling with Allison.