CFP®, EA, ChFC®
Financial Advisor
The best part about working in our industry is that we can educate our clients and provide them with the necessary resources to guide their decisions and provide several routes for them to pursue their life goals.
Brennan is a financial advisor in Savant’s Rockford, IL headquarters and Middleton, WI office.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® (ChFC®), Brennan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, he is an Enrolled Agent, licensed by the Department of Treasury to practice before the Internal Revenue Service.
Brennan has been involved in the financial services industry since 2019. Prior to joining Savant, he worked as an insurance agent at Country Financial.
Brennan is a member of the Waunakee Chamber of Commerce, the DeForest Windsor Area Chamber of Commerce, the Madison Estate Council, and the Rosecrance President’s Leadership Council in Rockford.
Brennan earned a bachelor’s degree in finance from Illinois State University.
A Roscoe/Rockton (IL) native, Brennan loves spending time with his family, friends, and fiancé Anika. He enjoys fishing, hiking, golfing, camping, cooking, and reading.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.