Brennan joined Turning Point in 2015. Professionally, he brings a background of Insurance and Financial Planning from previous careers working at both State Farm and Raymond James in Philadelphia, PA. Brennan earned the AIF® designation in November of 2017. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology as implemented by fi360® regarding investment fiduciaries. He now uses the knowledge from this designation to improve Turning Point’s role as a fiduciary for clients.
Brennan lives in Frederick, MD and is an alumni of St. John’s Catholic Prep (Prospect Hall) and DeSales University. He married his college sweetheart, Kathy, in July of 2017. He maintains a focus on serving the community, and spends time with various organizations like the Frederick Soup Kitchen, D.C. Men’s Homeless Shelter, and frequently volunteers with St. Peter’s Church in Libertytown, MD. Brennan also spends time coaching youth lacrosse and volunteering as an assistant men’s lacrosse coach at Hood College.