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Your BWA Team

Michelle Brennan Hall is a veteran wealth advisor with more than 30 years guiding investors’ net worth and financial decisions. Her focus is in personal wealth strategies for executives, physicians, business owners and...

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Jeff is Director of Operations at BWA and has overall responsibility for major operational areas, including the delivery of services to our customers, vendor management, contract negotiations, and all general business and legal...

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In the role of Relationship Manager, Mary’s primary responsibility is to be responsive, comprehensive and educational in her care for client families. She brings vast experience to her client interactions...

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In the role of Client Experience Manager, Nicole’s primary responsibility is to ensure the Brennan Wealth Advisor service standards are met to support client family outcomes. Nicole is also on the Advisor Transition and...

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In the role of Executive Assistant to the President, Jodi manages calendar schedules, travel and correspondence. She also prepares and assists with communications, presentations and events for company functions. She goes out of her way...

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