Diane Brennan

I’ve spent the past 25 years helping individuals, families and business owners make smart, confident decisions about their financial lives.

My work spans retirement planning, wealth management, tax planning, life insurance strategies and advising business owners through growth, succession and exit planning. What sets my approach apart is my background as a former practicing attorney. That training shaped how I think-analytically, strategically and with a deep respect for details, risk and long-term consequences. I don’t just look at the numbers-I look at the full picture, including legal, tax, and personal considerations that can dramatically affect outcomes. I also hold the Retirement Income Certified Professional (RICP®) designation, which reflects my focus on helping clients turn their wealth into sustainable income-especially during retirement and other major life transitions. Whether someone is preparing for retirement, navigating a liquidity event, managing inherited wealth or running a closely held business, I believe planning should be proactive, coordinated and grounded in education. My goal is simple: to help clients understand their options, clarify what matters most to them, and build strategies that align their lives-not the other way around. I see my role as both advisor and educator, guiding clients through complexity with clarity, care and perspective.