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Brenden Fitzpatrick

Brenden Fitzpatrick

Registered Assistant

Brenden has 4 years of experience in financial planning for both individuals and business owners. He specializes in money management and lifestyle goal planning. Brenden is taking his CFP and ChFC classes currently, with hopes of completing those certifications by the end of 2022. Each of those designations require master’s degree level classes that focus on topics such as investment planning, estate planning, taxation, insurance planning, cash management and business planning. Brenden also holds his series 7 and 66 licenses as well as his life and health insurance license.

Brenden attended Doane University, where he studied economics and business. He has a fiancé, Allison, who is a Speech-Language Pathologist for Omaha Public Schools. In his free time, Brenden enjoys golfing, boating on a lake, and spending time with friends and family. He believes a great financial planning relationship and experience is making sure the client is being listened to, then using all tools and resources available to help them to reach their goals.