26 Years. One Focus.
Welcome to my website. I trust that you will find it to be informative and useful.
I've spent the past 28 years focused on building long-term relationships with individuals, families, and business owners to assist them in achieving their financial goals. Over the past several years, I have focused specifically on working with self-employed business owners and individuals. Despite the complexities of the financial world, my approach is straightforward: I want to know where you're at, how you got there, and where you'd like to go. Through insightful questions and attentive listening, I collaborate with clients to determine and clarify their financial preferences, goals, and priorities to design financial strategies to most efficiently reach those objectives.
Sean Brennan
Financial Advisor