Brendan credits his high personal and professional values to growing up in his family’s financial services business that has been successfully passed to the third generation. Watching his father and grandfather run the business instilled in him a strong respect for entrepreneurs and an intense desire to help clients achieve and perpetuate their success and security. Brendan worked for three years as an investment analyst in the San Francisco-based investment consulting firm of Callan Associates, Inc. Returning to New England in 1995, Brendan established his own financial planning company. Dedicated to providing his clients with the highest level of competency, professionalism, and ethics