“As I start my career in wealth management at OFM Wealth, I’ve truly enjoyed learning what it takes to be a financial advisor from our team. As I progress through my career, I look forward to learning about and connecting more with our clients as well.”

Brendan joined OFM Wealth as an intern in January 2021 before coming on full-time in July 2021 after completing his studies at the University of Iowa. Currently, he works as a Wealth Management Support Team member on our staff. In this role, he gathers information for financial reviews, executes trade orders, and assists Jane in compliance-related projects.

Brendan is currently studying to become a Certified Financial Planner professional and is on track to have this certification achieved in 2024. Once this is completed, he looks forward to an expanded role which would include working closer with our clients.

In his free time Brendan enjoys watching sports, playing golf, and heading up to Lake Geneva to relax.