Meet DANIEL
Thoughtful advice built on empathy and trust
Brendan is the kind of adviser who’s all in, not just with the numbers, but with the people behind them. Known for his thoughtful nature, curiosity and ability to simplify the complex, he helps clients feel at ease while making progress toward their goals.
His passion for advice is personal. Having seen the impact of being left out of financial decisions, Brendan is committed to ensuring his clients feel informed, empowered and supported every step of the way. He believes everyone deserves advice they can trust, delivered with empathy and patience.
Brendan takes the time to understand what matters most to you. His goal isn’t just to create a financial plan, it’s to help you build a life that feels secure, intentional and aligned with your values. Whether you’re planning for something big, working to get ahead, or simply want less stress around money, Brendan provides calm, steady guidance.
Away from work, Brendan is passionate about personal growth. You’ll often find him rock climbing, doing partner acrobatics, experimenting in the kitchen, or tuning into a great podcast. His curiosity and drive for improvement are the same qualities he brings to every client relationship.
If you’re looking for an adviser who listens, cares and takes the pressure off, Brendan is someone you’ll feel comfortable with from day one.
