A Seattle native, Brendan has now spent the last decade in California as part of our San Francisco and now Los Angeles teams. As a young professional, Brendan quickly realized that despite having a degree in finance, personal finance topics were not adequately covered in school, or taught at all. Brendan’s desire to help others plan for their future has now earned him the trust of clients and colleagues alike. As a wealth advisor, he collaborates alongside our wealth managers to deliver sophisticated portfolio management and financial planning services for our clients. The appreciation he receives from clients after guiding them through major moments in their lives – such as buying and se