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      • Lead Planner

        Brendan Kelly

Brendan Kelly

“Our policy is that if someone emails or calls, we get back to them within 24 hours. That's a big part of how we operate, because if a client emails or calls, it's important to them. So, we respond that same day, providing answers. We might not always have the full picture immediately, but we let them know, 'Hey, we hear you, we've got your question, and we're on it.'”

 
 

Meet Brendan

 

Certifications

  • CFP (Certified Financial Planner®)

Biography

Brendan has a passion for helping clients achieve their financial goals. He graduated with a degree in Personal Financial Planning from the University of Missouri-Columbia, a top-five program in the United States known for its rigorous curriculum and commitment to excellence.

Brendan's career began as the first-ever intern at Chamberlin. Upon graduating, he was offered a full-time position and spent the next three years working closely with Donald “D.C.” Chamberlin III, the firm's most experienced planner. Under D.C.’s mentorship, Brendan honed his skills in advanced tax, income, and estate planning for high-net-worth individuals.

Today, Brendan continues to provide comprehensive financial planning services to his own growing client base. He specializes in developing customized strategies that address the complex needs of families and individuals.

Outside of the office, Brendan enjoys spending time with his fiancée and coaching hockey at his high school alma mater, Lutheran South. He is an active member of the community and is committed to giving back to the organizations that have helped shape his life.

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