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Mary Kloesel

Mary Kloesel

Director of Operations

In the role of Director of Operations, 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 and the firm. Leading the Client Relationship Team, Mary directs the services for client portfolios.

Mary’s extensive industry knowledge was developed throughout her career with the firm. She began her career in 1996 in the operations department of Brennan Financial Services as an assistant to all Managing Partners. Promoted to Client Services Supervisor in 2001, Mary is also a Registered Assistant with LPL Financial and has successfully obtained FINRA security licenses: Series 6, Series 63, Group 1 (insurance) and Series 7.

In 2009, Mary joined Brennan Wealth Advisors, a full-service advisory firm and obtained her Series 66 Registered Investment Advisory license (held through LPL). She obtained a Bachelors of Science from Texas Woman’s University in December 1992. Her hobbies are traveling and being entertained by her cats Mitzi & Oliver.