Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

Areas of Focus

Retirement Planning & Income Strategies

Investment Planning & Strategies

Tax-Efficient Strategies

Estate Planning

Life Insurance Strategies

Disability Planning

Long-Term Care Planning

Business Planning & Succession

Client Testimonial

“I’ve been working with Brenden for almost 5 years now and it was one of the best financial decisions I’ve made. I was skeptical at first but I’m thankful Brenden was persistent. When I started with Brenden, he helped me consolidate and pay off debt and now we have been able deploy strategies set up with him for large purchases, borrowing from ourselves, maximizing our finances. Brenden does not look at things as a one size fits all approach and truly takes my goals and wants into account when putting together a plan and has been eager to jump in and help as our plans have changed.”

Luke Young, Client | Fintech | Richmond, Virginia
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Financial Planning Team

Photo of Director of Operations Emma Hensley Jarvis

Emma Hensley Jarvis

Director of Operations

Photo of Director of Financial Planning Sophie R DiPetrillo

Sophie R DiPetrillo

Director of Financial Planning

Photo of Director of Supervision Jamal Adeen Thomas

Jamal Adeen Thomas

Director of Supervision

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline