Jacqueline Buenrostro is a financial advisor at D. M. Brenner, Inc. with a Series 65 designation and one year of industry experience. She has been with D. M. Brenner, Inc. since 2022 and previously worked in education from 2015 to 2018. D. M. Brenner, Inc. offers customized financial planning, discretionary asset management, and qualified plan consulting to individuals and business clients. The firm manages portfolios using mutual funds, ETFs, and individual securities, applying an investment approach based on Modern Portfolio Theory with a focus on aligning portfolios to clients’ goals and risk tolerance.

Jeffrey Houghtby is a financial advisor at D. M. Brenner, Inc. with three years of industry experience. He holds the Series 65 designation and previously worked at Cerity Partners LLC, West Coast Financial, LLC, and has experience outside finance with the San Francisco Giants and the University of San Diego. D. M. Brenner, Inc. is a SEC-registered advisory firm serving individual clients, including high-net-worth households, with customized financial planning, discretionary asset management, and consulting for qualified plan sponsors. The firm uses asset-allocation strategies based on Modern Portfolio Theory and combines financial planning with asset management for a single fee.

Kenza Mc Kerrihan is a financial advisor at D. M. Brenner, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Sovran Advisors, and MassMutual Life Insurance Company. Outside of advisory work, she is an insurance agent involved in the sales of life and disability insurance. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individuals and business clients. The firm uses an asset allocation approach based on Modern Portfolio Theory and manages approximately $175 million in discretionary assets.

David Brenner is a ChFC® and Series 63 licensed financial advisor with 40 years of industry experience. He has led D. M. Brenner, Inc. since 2013 and previously worked at Fortune Financial Services, Inc. from 2013 to 2020. In addition to his advisory role, he is a licensed insurance agent. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individual and business clients. The firm manages approximately $175 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, incorporating tax-aware strategies and ongoing portfolio monitoring.