While serving is the U.S. Army Special Forces as a Green Beret and Ranger, Brendan Gallagher exemplified discipline, integrity, knowledge, execution, and the ability to adapt to any situation. For over a decade he has been applying these qualities and principles to managing the wealth of his clientele and to his mission of providing an unparalleled client experience.
Brendan works with families and business owners and believes that every client deserves a personalized financial plan. The trustworthy relationship that he builds with his clients are established by understanding their needs and goals and defining a path to pursue them. Brendan utilizes his extensive knowledge and experience to address the complexities associated with his clients’ wealth and has a talent for explaining these intricate concepts in a simplified way.
Prior to his wealth management career, Brendan served in the U.S. Army Special Forces, where he completed two deployments to Afghanistan and one Foreign Internal Defense Mission to Nicaragua. He earned two Bronze Stars and an Army Commendation Medal with a “V” Device for valorous action. Before enlisting, he graduated with a Bachelor of Science in Finance from Saint Vincent College.
Brendan has many accomplishments, but he takes the most pride in being a loving husband and father. He and his wife Julia have six children: Emily, Payton, Caroline, Jack, Brendan, and Rose – and an Airedoodle named Luna. Brendan enjoys reading, fitness, outdoor activities, and coaching his children’s basketball, soccer, and lacrosse teams. Brendan also serves on the Board at Outdoor Immersion, a not-for-profit organization that helps to heal veterans by reconnecting them to God through nature and by reestablishing camaraderie with other veterans.