As Vice President, Wealth Manager, and Author, Brennan works with successful business owners and physicians across the country who want more than traditional investment management. His focus is on coordinating tax strategy, entity design, risk management, and long-term exit planning so that the value created inside a business ultimately translates into lasting personal financial independence.
Over his 15-year career, Brennan has been recognized multiple times by Forbes as a Top Financial Security Professional in Nevada and is a qualifying member of MDRT Top of the Table. He leads complex planning engagements, collaborating closely with CPAs, estate planning attorneys, tax counsel, and internal specialists to align advanced strategies into one cohesive, intentional framework.
As a Certified Exit Planner (CExP™), Brennan works closely with entrepreneurs navigating ownership transitions. Whether evaluating insider succession, a third-party sale, or long-term value acceleration, his work centers on helping owners make informed decisions early, structure efficiently, and avoid costly missteps. He is especially passionate about ensuring that the years of effort poured into a business are thoughtfully converted into a strong and durable personal balance sheet.
Brennan grew up in Gurnee, Illinois, and attended Wartburg College in Iowa, where he competed on the school’s national championship wrestling team. He graduated magna cum laude with degrees in Business Administration and Communication Design. After interviewing with several firms following graduation, he chose to move to Las Vegas in 2011 to join WestPac.
Deeply committed to the Southern Nevada community, Brennan has served on the boards of the Southern Nevada Sports Hall of Fame and the UNLV Wrestling Foundation and led the Faith Lutheran Youth Wrestling Club for over a decade. He lives in Las Vegas with his wife, Katie, and their three daughters, Emerson, Aila, and Izzy. Outside of work, you’ll likely find him fly fishing the rivers of Montana or Utah, on the golf course with longtime friends, or traveling back to the Midwest to spend time with extended family.
Published Thought Leadership
Brennan is a recognized voice in the financial industry, contributing to Forbes and other leading publications on the mechanics of wealth and business transition.
- The Art Of Fly Fishing And Financial Planning – A deep dive into the patience and environmental awareness required for elite legacy building.
- The Founder’s Exit: Selecting Your Strategic Goals – Brennan’s framework for business owners preparing for their most significant financial event.
- Exit Your Business Without Leaving It – Strategies for maintaining influence and legacy post-transition.
- The Power of Focus: Why You Shouldn't Do Everything – A philosophy on delegation and high-level specialization for the modern entrepreneur.
1 This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List 2024 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. | Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0H99258, AR Insurance License Number - 16385634. | 8794239.1 Exp. 03/28