Brendan began his career within financial services in 2007. With the financial crisis of 2008, it soon became clear to him that the industry-standard "needs based" approach to financial planning had put families and businesses in a position that was dangerously out of balance. After putting in work with some of the best financial minds in the country, Brendan made a professional commitment to move people towards an improved state of comprehensive financial balance. A position that is more organized, informed, and tailored so that his clients were better prepared for the ups and downs of life. Brendan applies his guiding principles and planning model to meet the specific situations that individuals, families, and businesses encounter across all ages, stages, professions, and industries.
He has clients across the country from the medical, education, financial engineering, entertainment, and legal communities. His specialization in White Rhino is working with Attorneys throughout the different phases of their career and life cycles of their business.
To best serve his clients, Brendan directs a team of financial representatives, analysts, and client support specialists to organize, educate, and serve his family of clients.
Brendan holds securities licenses (FINRA Series 6 and 63) as well as the Texas Insurance License and is licensed to do business in numerous states.
Brendan is actively involved in his civic and professional community of Fort Worth. He presently serves on the board of Big Brothers Big Sisters Young Supporters and has formerly served in various board positions of The United Way of Tarrant County, Tarrant County Adult Protective Services, and the Fort Worth Chapter of the National Association of Insurance and Financial Advisors. He and his wife are active supporters of Big Brothers Big Sisters, The United Way, Child Study Center Fort Worth, and Ronald MacDonald House Charities.
Brendan was born and raised in Newport Beach, California and has lived in Fort Worth, Texas since 2004 with his wife, Kaleena. In late 2015, they welcomed the birth of their son, Turner. He spends his free time with family and friends traveling, playing soccer and golf, making music, and keeping up with his two dogs.
Registered Representative of Park Avenue Securities LLC (PAS. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.