As the Founder of Brennan Capital Management, I bring over 20+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

Thomas Treadwell is a financial advisor at Brennan Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brennan Capital Management since 2023. Prior to his advisory role, he was employed at Smugglers' Notch Resort and studied at The University of Vermont. Brennan Capital Management provides discretionary portfolio management and financial planning services to individuals, corporations, and charitable organizations. The firm emphasizes passive management and Modern Portfolio Theory, using index funds and ETFs, while incorporating fundamental analysis and third-party managers.