Working in an independent financial advisory firm, Brendan believes success should be measured not just by your current financial well-being, but by how confident you feel about your future. His mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice.
Brendan began his financial services career as a representative for a national insurance and financial firm. He built his practice working with successful individuals, families and entrepreneurs, guiding them to invest properly for their goals, ensuring they carried the correct types of insurance and advising on legacy planning for the next generation. It was here he fine-tuned the skills and tools required for implementing a sound financial strategy tailored to the needs of each unique client.
In early 2015 Brendan first came to Capital Point Financial Group on a networking mission, in hopes of discussing the value of becoming an independent financial advisor. After many meetings it became clear he and the firm would both benefit by working together.
He enjoys working with experienced clients who are on the cusp of retirement or looking for a second opinion as well as the next generation of successful families who are just starting their journey.
Brendan holds his Series 7, 63, 65 and life insurance licenses.
Email: [email protected]
Phone: (847) 635-8435
Fax: (847) 635-8432
4350 Di Paolo Center, Suite B
Glenview, IL 60025
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Point Financial Group, LTD., a registered investment advisor and separate entity from LPL Financial.