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Brendan began his career at a large regional accounting firm in the Audit Department, which helped him build a foundation of technical knowledge that he still utilizes today. In 2010, a desire to do more led him to establish a career in finance, and in 2012 he jumped on the Summit train full steam ahead.
Believing that no one should have to navigate the intricate world of finance alone, Brendan works with his clients to establish a comprehensive financial plan aimed at helping reach their future goals. He takes great pride in being able to break the mold of speaking in industry jargon by explaining complex financial matters in layman’s terms.
Brendan resides in Danville. As an active member of the East Bay community, he is passionate about philanthropy, principally through the Lazarex Cancer Foundation and the World Vision WASH program, which has provided safe drinking water to more than 5.5 million people in 23 countries. In his free time — assuming he is not on the golf course — Brendan enjoys spending time with his wife and girls and staying active with sports, including basketball and volleyball.