Brendan has over 17 years of experience, providing clients with advice and guidance across all aspects of their financial life. As an investment advisor, he works closely with high-net-worth families and individuals to create comprehensive financial plans that serve to protect and help grow multigenerational wealth. Brendan specializes in customized investment management strategies, wealth transfer techniques for estate and business planning, as well as philanthropic planning. Prior to becoming a founding member of Glenview Wealth Management, Brendan served as an independent investment advisor. In his previous roles, Brendan advised his clients as they transitioned into retirement, faced complex financial decisions, and has provided tax-efficient wealth transfer strategies.