Bio
As President of Mueller Wealth, Brennan is not only responsible for the firm’s day to day decision making, but also its long-term strategic vision. He in charge of overseeing the firm’s growth initiatives, leads the investment committee, and ensures that the company is staying true to its values and lasting mission to ensure clients’ needs come first.
Brennan has over 15 years of experience providing wealth planning and financial services to high-net-worth individuals, multi-generational families, executives, entrepreneurs and their closely held businesses.
As a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary (AIF), Brennan’s main focus has and always will be centered around the clients best interest first. He is an integral part of the firm’s Retirement Planning Division which helps businesses and business owners develop, manage, and optimize their retirement plan strategies, including 401(k)’s, Cash Balance Plans, SEP IRA’s, and Simple Plans.