BRENDAN DENNIS, CFP®

This month we will be highlighting Brendan Dennis, CFP®. Brendan is the Director of Financial Planning at Adams Wealth Advisors. He is responsible for overseeing all aspects of financial planning services within the firm. Brendan also serves as a Relationship Manager and works directly with the firm’s clients. He loves to help others make sense of their financial situation, create a plan, inspire them to action, and utilize planning and investing strategies to help them achieve their goals.

Prior to joining Adams Wealth, Brendan worked as a Financial Planning Specialist for The Insight Group in Salt Lake City, UT and as a Registered Investment Advisor for United Capital in Denver, Colorado. Brendan is a CERTIFIED FINANCIAL PLANNER™ and received a bachelor’s degree in Finance and Economics from Utah State University.  While at USU, he was a member of, and team captain of the USU golf team.

Brendan and his wife, Kylie, have two girls, Gwen and Billie. In his free time, he still very much loves to get out and compete on the amateur golf scene. He is a proud Aggie fan and loves attending and supporting local sporting events and teams.

Brendan feels very fortunate to live back in Cache Valley with his family, and is extremely grateful to work daily with such great clients.

At Adams Wealth Advisors, we are grateful to have Brendan. His great experience, and expertise makes him a valuable asset for our firm, and for each of our clients.

Disclosure:

Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.