Brendan is a Financial Advisor and Certified Financial Planner ® professional with Potomac Financial Consultants. He joined the firm in 2022 after spending several years at Morgan Stanley and Charles Schwab.
Brendan is passionate about helping clients achieve their financial goals and prides himself on communicating effectively and working creatively to ensure that his clients have a path to success. He also enjoys working with clients as they move through life’s transitions, helping to ease concerns as they enter a new phase of life.
Brendan graduated from Towson University with a Bachelor of Science Degree in Political Science.
Brendan enjoys spending time with his wife, Cloey and their two children, Lucy and William. He is an avid Washington sports fan and enjoys playing golf with his friends when he can.