392 South Main Street
President, Financial Advisor
Brendan has been in the business of helping people make sound investment decisions since 1999. He began his financial career with Morgan Stanley / Dean Witter, training in their Manhattan home office and then serving clients in the...
Lindsey has been a teacher for the past seven years and recently decided to make a life change and explore the world of Finance and Business. She graduated with a degree in Early Childhood Education and has always strived to meet the...
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.