Brian Brennan, CFP^®

Brian provides highly personalized wealth management services, listening carefully to clients' needs, helping them formulate goals and often working with multiple generations within families. He is a CERTIFIED FINANCIAL PLANNER^TM and specializes in financial planning, retirement income strategies, investment management, tax-efficient legacy planning and insurance. He is a graduate of St. Joseph's College with a B.S. in Finance and received an executive certificate in financial planning from John Carroll University. He is a member of the investment committee at Magnificat High School, located in Rocky River, OH.

Brian joined Baird in 2021 to help form The Brennan Ferritto Kurtz Group following an 18-year career at UBS Financial Services. Prior to his profession in financial services, he had a successful career in a wide variety of small businesses. The experience he gained has provided him with unique insights into both the operational and financial aspects of the business world.

Brian resides in Westlake, OH with his wife, Tina. Outside the office he enjoys reading and spending time with friends and family, especially his four daughters and seven grandchildren.