Brennan received his B.S. in finance from the University of Minnesota’s Carlson School of Management. Prior to beginning his career at Adviser in 2019, Brennan worked as an investment analyst at Stevens Foster Financial Advisors, a Minnesota-based RIA. In his current role, Brennan is responsible for ensuring that client service needs are met. Brennan is an avid sportsman and particularly enjoys soccer, golf and cycling. He resides in Boston with his fiancée, Diana.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC