Brennan helps ultra‑high‑net‑worth families and business owners optimize wealth planning, tax strategy, investment allocation, and insurance risk management. He holds seven industry licenses and five professional designations, and his advisory team at Turning Point collectively manages approximately $230 million in assets. Known for combining institutional experience with a values‑driven approach, Brennan oversees the firm’s Stewardship investment portfolios, which apply ethical screening and dedicate 10% of investment management proceeds to charitable giving.
He brings practical expertise across retirement planning, business owner advisory, estate and legacy planning, trust review and management, real estate, long‑term care, charitable strategies, and investment design. Brennan’s client‑centered process begins with a complimentary discovery meeting, followed by an integrated plan aligning retirement, tax, trust, insurance, and charitable goals. This progresses into tailored investment implementation, risk management, and ongoing monitoring. He is especially known for translating complex planning concepts into clear, easy‑to‑understand explanations.
Outside his advisory work, Brennan serves on multiple nonprofit boards and founded LeTip of Frederick. He actively advises nonprofits and institutions on investment policy and asset management. He and his wife Kathy lead several charitable initiatives, including expanding free healthcare clinics in Maryland and Pennsylvania, supporting Damascus (a Catholic children’s summer camp), The Mercy Project girls’ school in Kenya, and From The Ground Up, a real estate company that renovates local homes and donates rental profits to global housing efforts. Brennan has been interviewed at the Chicago Stock Exchange and by local media and is available to speak on stewardship investing, high‑net‑worth planning, charitable integration, and nonprofit investment policy.
A lifelong Maryland resident, Brennan grew up in Frederick County and attended St. John Prospect Hall before earning his degree from DeSales University, where he played Division III lacrosse, broke six school records, and was named an All‑American. Most importantly, however, he met and married his college sweetheart Kathy and together they are raising their four children—Rosalie, Ava, Jacob, and Christian. Clients value Brennan for bringing clarity to complex financial decisions and delivering comprehensive, integrated solutions. Brennan looks forward to meeting you!
