Brendan leads sales and distribution efforts in the Central Midwest and Pacific Northwest regions of the United States, focusing primarily on direct to advisor and key account relationships. In addition to working with existing firms and advisors, Brendan also works with “Breakaway Advisors” from the wirehouse and IBD channel to set up new RIAs supported by GeoWealth.
Prior to joining GeoWealth in 2017, Brendan was a Wealth Advisor for Frontier Wealth Management, a Midwest-based Registered Investment Advisor. In his three years at Frontier, Brendan served as an advisor to individuals and small businesses concerning their investment and general financial planning needs.
Brendan is a Certified Financial Planner™ practitioner. Brendan graduated from Lawrence University where he as a four-year letter winner in basketball and team captain in his senior year. Outside of work, Brendan enjoys spending time with his wife and their two sons.LinkedIn