Brennan is a graduate from Indiana University with a double major in Economics and Financial
Literacy in May 2022. 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 will be helping with research, planning and client support.
Brennan grew up in Elkhart, Indiana. He currently lives in Lombard with his significant other
Maggie and their dog Daisy. When he’s not in the office, you can usually find him perfecting his
golf swing, spending time at the local dog park, and trying new restaurants in the Chicagoland