Contact Info

  • +1 (435) 752-1702
  • adamsteam@adams-wealth.com

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BRENDAN DENNIS, CFP®

DIRECTOR OF FINANCIAL PLANNING

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 his 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.

CERTIFICATIONS

  • CERTIFIED FINANCIAL PLANNER™

EDUCATION

  • Bachelors degree in Finance and Economics from Utah State University