Brendan Best, CFP®

Brendan is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He takes a hands-on approach to investment management, regularly reviewing and adjusting client plans to stay aligned with their evolving financial goals. Above all, he is dedicated to delivering an exceptional client experience. 

Brendan is a graduate of Michigan State University with a degree in Finance and completed the CFP Board required curriculum through Kaplan University. He currently holds his Life, Accident, & Health Insurance Licenses as well as his Series 65 license.