Brendan Halleron, BFA™
“It’s an immense motivation to get up each morning to serve others by helping them work toward their goals. As human beings, we rarely get the chance to see our life from a third-party perspective. Offering this perspective is exactly how financial planners can help their clients.”
Brendan first joined the Affiance team as an Intern in 2011. He rejoined the firm in October 2017 as an Operations Analyst, and then became a Financial Planner in 2019. At Affiance, Brendan offers clients guidance as they work toward achieving their financial goals. He also works closely with partner Seth Meisler, supporting clients by preparing for meetings, processing security business, and resolving client service issues. Additionally, he helps administer and service corporate retirement plans.
Brendan is currently studying to obtain his CERTIFIED FINANCIAL PLANNER™ designation. His goal in becoming a financial planner is to help clients work toward achieving their financial goals by helping them prepare for the certainty of uncertainty.
Prior to rejoining the Affiance team, Brendan gained a broad range of experience, working on several financial market teams within Cargill. Brendan graduated from the University of Minnesota’s Carlson School of Management where he majored in Finance and Accounting.
Get to know Brendan—
- He stays active by running, playing golf, volleyball, and basketball, and he even manages the Affiance Financial Basketball team.
- He enjoys volunteering with Achieving Cures Together, a nonprofit focused on progressing microbiome research.
- He is an avid college football fan and enjoys traveling to different stadiums around the country.