Brennan is a graduate from Indiana University with a double major in Economics and Financial Literacy. While completing his undergraduate studies, he enrolled in a Financial Planning Certificate program through the University of Georgia. He completed the program in January 2022, which also satisfied part of the Education requirement for the CFP Certification. After joining the firm, he passed his series 7, 66, held with LPL Financial, and insurance exams. Brennan's focus is on client support and helping with research and planning.

Brennan grew up in Elkhart, Indiana. He lives in Vernon Hills with his wife Maggie and their dog Daisy. When he’s not in the office, you can usually find him spending time at the local dog park, and trying new local restaurants.