As Vice President of Relationship Management, Brendan is responsible for supporting all business development initiatives of GeoWealth as well as managing the relationships of existing clients.
Prior to joining GeoWealth, Brendan was a Wealth Advisor for Frontier Wealth Management, a Midwest-based Registered Investment Advisor. 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, Beth, and two young sons.