Chris Brennan, CFP®

Senior Wealth Advisor, Managing Director

Cincinnati, OH

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Designations

  • CERTIFIED FINANCIAL PLANNER® professional1

 

Work Experience

  • Works with individuals and families, helping them to establish, implement, and monitor financial plans
  • Responsible for the oversight and management of investment portfolios
  • Served as a Principal at John D. Dovich & Associates prior to MAI
  • Was also a Vice President at Wintrust Wealth Management in Chicago for nine years

 

Life Outside of MAI 

  • Volunteers at a local assisted living community in Cincinnati
  • Spent a year in Kansas City after graduating from Miami as an AmeriCorps volunteer (houseparent) with Boys Hope Girls Hope of Kansas City

 

Education

  • Miami University, BS in Finance

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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