David A. Brennan

David A. Brennan is a fiduciary financial advisor specializing in financial planning, wealth management, and estate planning. He brings extensive leadership experience, including serving as a Regional Vice President for a major national financial services firm, where he oversaw operations across Virginia, West Virginia, and Pennsylvania.

Prior to his financial career, David served as a teacher, head football coach, and athletic director in Texas, developing strong leadership and mentorship skills that continue to inform his client-focused approach.

He is a Registered Investment Advisor Representative, Registered Financial Consultant, and Registered Principal, and a member of the Academy of Preferred Financial Advisors. David and his team collectively offer over 100 years of combined industry experience.