Brennan has been in the insurance and financial services industry for almost 10 years, having previously worked at both State Farm and Raymond James in Philadelphia, PA. Brennan currently holds a series 7 and 66 securities license, numerous state insurance licenses, and has earned the AIF®, CLTC®, and WMS® designations. He uses this knowledge to improve Turning Point’s role as a fiduciary for clients. Brennan also has extensive experience working with retirees, high net worth individuals, and business owners.
As a father of two sweet girls (Rosalie & Ava), Brennan lives in northern Frederick and currently serves on the board at St. John Regional Catholic School. He maintains a focus on serving the community, having spent time working with many other local charities such as Mission of Mercy, FITCI, Advocates for Homeless Families and more. You will usually find him with a smile on his face and always ready to listen to a good “dad” joke.