As a financial advisor, I am passionate about the continued success of my clients. I deliver guidance to individuals and businesses committed to reaching their financial goals and looking for support to achieve that success.
My established process begins with honest, open conversations to get to know my clients on a personal level to understand their unique situation and needs. My clients and I work together to create personalized strategies to reach their goals. I help keep my clients on track with regular communication offering updates and addressing any needs or changes. I collaborate with my clients’ attorneys and CPAs to align with their goals.
I work with a diverse group of clients with a wide range of goals such as building wealth, planning for and living in retirement, saving for college, business financial strategies and tax sensitive investing.
I emphasize living life to the fullest and bring levity to an all-too-often impersonal environment. My clients become an extension of my branch team's family and we are blessed to be part of the many milestones achieved in life. Therefore, my clients can expect thorough, professional meetings with doses of appropriate lighthearted fun that comes from familiarity with each other.
I have a business administration degree from Arizona State University. Prior to joining Edward Jones, I worked in law enforcement for 12 years specializing as a Financial Crimes Detective and Collision Reconstructionist. I also have over eight years of experience in appraising, buying and selling real estate.
My wonderful wife of over 16 years, Katie, and I have four children. Along with watching their activities, I enjoy playing ice hockey, mountain biking, hiking and doing home projects.
Within the community, I volunteer with the NOCO Lodge #3 Benevolent Fund, an organization dedicated to supporting first responders and their families in times of need.
Please contact my office today so we can meet and discuss how we may help you.
- Wealth Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Home Improvement
- Real Estate
Phone NumberTimothy M Brennan at (970) 498-9411
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