Brendan Beagan

I find great satisfaction in seeing the joy clients experience when they realize they can work towards retiring comfortably. My role involves assisting with general office operations and compliance while also delving into the wealth management and tax aspects of the business.

My academic journey took me to Clemson University, where I graduated in 2021 with a major in Mathematical Sciences and a minor in Business. During college, I gained valuable experience interning with Northwestern Mutual and a small wealth management firm in New York, which fueled my passion for the industry.

Currently, I reside in North Bergen, New Jersey, enjoying the proximity to New York City without the hustle and bustle of living in it. My family is spread across the South, with my parents living by a serene lake in South Carolina, my brother in Charlotte, and my sister in Atlanta.

Outside of work, I am an avid sports enthusiast, whether it's cheering for the Cowboys and Yankees or supporting all Clemson sports teams. I also enjoy playing golf and make it a point to hit the greens whenever possible. These activities provide a wonderful balance to my professional life, allowing me to connect with others who share similar interests.