Brennan is a Financial Advisor at Prime Financial Services located at Prime Financial Credit Union. He has been in the investment, insurance, and retirement planning industry for 3 years. He received his BBA in finance with an emphasis in financial planning from the University of Wisconsin Whitewater.
Brennan helps his clients with a wide variety of area’s including: comprehensive financial planning and analysis, retirement planning (IRA’s, rollovers, and business retirement accounts), insurance planning (life, disability, and long term care insurance), education planning, as well as investment management. His primary focus as a financial advisor is to help members plan to and through their financial goals.
As the first member of the Prime Financial Services team, Brennan brings a new perspective on retirement, investment, and insurance planning to the program. Together, a strategic personalized plan will be developed to help you meet your financial goals. This plan will draw upon his knowledge and experience, while combining a wide array of investment and insurance products.
Brennan is active in the Ozaukee county community so if you see him at an event, make sure to stop and introduce yourself. Outside of the office, Brennan loves spending time with his family and their dogs, playing the drums, and riding his motorcycles.
Check the background of this investment professional on FINRA’s BrokerCheck.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.