Born and raised in Michigan, Brendan brings the Midwestern values of hard work, integrity, and community that were instilled in him growing up in a small business household. Playing football and baseball taught him the value of discipline and teamwork — lessons he carries into every client relationship.
He joined Aksala Wealth Advisors to help turn complex financial goals into clear, manageable plans. His early career was focused on the planning needs of teachers and civil service employees in Ann Arbor, Michigan, where he gained hands-on experience with retirement plan systems, pensions, and taxation-related matters.
Brendan earned his Finance degree from Central Michigan University and successfully passed the rigorous CFP® exam. He currently holds a Series 7 registration and is actively pursuing additional registrations over time.
In addition to the practical and proven knowledge the Aksala team and curriculum provide, Brendan showcases the tangible benefits of AI planning resources that bring the intersection of service and technology to the forefront of every client interaction.
Outside the office, you’ll likely find Brendan on the golf course, staying active, or spending time with family and friends. As a proud resident of the Sarasota, Florida community, he embraces everything this beautiful area has to offer and looks forward to building lasting connections along the way.
Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.