• Brian D. McKenna, CFP®

    Financial Advisor

For Brian, the best part of the day is when he sits down with clients and learns about their past and where they want to go in the future. "I want to know who my clients are, and fully understand their goals, before I offer advice", McKenna says. "That's when I truly add value to their financial future." He believes an in-depth relationship allows him to guide clients with the creation of realistic financial goals and a plan to achieve them.

Brian believes in providing clients with an exceptional level of service, and as such has achieved the CERTIFIED FINANCIAL PLANNER™ professional certification. His main areas of focus are financial planning and investment advising for individuals and non-profit organizations, as well as retirement planning for both individuals and employer sponsored plans.

Brian graduated from Mount Anthony Union High School in 2000, and went on to attain his bachelor's degree at the University of Notre Dame in South Bend, Indiana. Upon graduation, Brian accepted a position as an equities analyst with Credit Suisse, in London. He returned to Bennington with his wife, Jennifer, in 2006 to join the family firm. They currently live in North Bennington, where they are raising their five daughters, Nieve, Clare, Sloane, Kieran, and Maeve.

Brian is an involved member of his community as an active participant with the Bennington Chamber of Commerce, a Former President of the Bennington Young Professionals Group, President of the Notre Dame Alumni Club of Vermont, Treasurer of the Lightning Jar, and as a Trustee of the Village School of North Bennington. Brian is also an active Rotarian, and a member of the Northeast New York chapter of the Financial Planning Association.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.