About Barb
Using her in-depth knowledge of the equity and fixed income markets, Barb creates customized financial planning strategies tailored to meet the client’s investment objectives and long term goals. In addition to Financial Planning, Barb is a specialist in providing strategies and educating members on the necessity of Long Term Care Insurance, as well as asset transfer.
Barb lives in Wauwatosa with her spoiled boxer, enjoys travel, KU Basketball and is an avid swimmer and cross country skier.
Education
Barb Brennan is a graduate of the University of Kansas at Lawrence.
Background
Barb has been in the financial services industry for over 25 years and holds Series 7 and 63 securities registration through LPL Financial. She also carries Life and Health Insurance licenses in the state of Wisconsin.
Areas Served
- Grafton
- Mequon
- West Bend
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