Since 2007, Brendan has maintained a professional commitment to move people to an improved state of awareness, understanding, and balance in their financial lives. He has successfully managed a personal financial practice while also assuming support roles extending to advisor development and coaching, management, recruiting, internal faculty, economic modeling, and content creation. He is well-known for his ability to clarify complex financial concepts and has been a speaker at numerous conferences, promoting industry understanding among both professionals and clients.
Beyond his professional accomplishments, Brendan is recognized for his community involvement and leadership. He has lent his insights and experience to actively promote philanthropy and community engagement on the Board of Directors for the National Association of Insurance and Financial Advisors and served as a founding board member of the Tarrant County Adult Protective Services Community Board, founding board member of Big Brothers Big Sisters Young Professionals, President of the United Way of Tarrant County Young Leaders Society, and affiliated member of the Tarrant County Bar Association and Tarrant County Young Lawyers Association.
Brendan lives in Fort Worth, Texas with his wife, son, and two dogs. He spends his personal time with them traveling, hiking, coaching and playing soccer, and playing the occasional gig – he is a former studio and touring drummer.