2013
Cornerstone University – Finance and Management
Certified Private Wealth Advisor® Professional
Certified Exit Planning Advisor® Professional
CapTrust, Advisor, 2013 – Present
DICA Marketing Inc, Sales, 2010 – 2013
My Favorite Places:
The combination of being able to spend time with people and being able to help them with the many complexities in their financial worlds.
Married to my beautiful bride Rachel, with two kids, Brendon Jr. and Keara.
When away from the office I enjoy playing golf, skiing and spending time with family and friends outdoors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
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By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.