Brennan Holmes

How do I help clients Live a Richer Life®?
When it comes to my role, I take pride in doing all I can to help clients handle all aspects of their finances. I understand that all clients have different circumstances and financial goals. It is my job to help clients align their wealth with what they value most. I help clients live a richer life by taking the time to get to know them and having genuine interest in assisting them in achieving their financial goals.

How do I align my time and money with my values and passions to Live a Richer Life®?
I live a richer life by creating meaningful experiences and aligning my time and work with my commitment, kindness, and authenticity values. I invest my time and money in shared adventure and quality time with friends and family through travel, all things outdoors, and sports. My values and passions are projected in my work through my genuine interest in getting to know my clients and assisting them in achieving their financial goals.