Brendan joined Pinnacle Investments in 2019 after several years at large national investment firms. He was drawn to the small family business feel of Pinnacle as well as the commitment to client service. His practice is built on holistic wealth management and believes that a financial plan is the first step towards a successful financial life. His greatest joy is getting to know his clients and their families. Brendan is a graduate of Colby College in Waterville, ME and currently lives in Quincy, MA. He enjoys exercise, following New England sports teams and spending time outdoors.
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