“I love that Truepoint has a culture that’s team-focused and highlights each individual’s talents.“
In collaboration with Financial Planners and Wealth Advisors, Brendan contributes to delivering the excellent client experience at Truepoint. With a focus on meeting management, data analysis, and client outreach, Brendan is dedicated to ensuring clients receive exceptional service.
Beyond the professional realm, Brendan enjoys golf, exploring new restaurants, and spending quality time with family and friends. He is an avid supporter of FC Cincinnati, the Reds, Bengals, and the University of Dayton.
Specialties: accounting, financial planning & analysis