One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department.
Working in tandem with our advisors,
Victoria Ferren, CFP®, CHSA® and
Aaron Young, CFP®, CRPC®, CHSA®, AIF®
provide decades of experience in the Financial Planning realm.
Investment Management Strategy
Every client is different, and no two portfolios look the same.
By blending industry best-practices and tried and true investment methods in addition to Brennan's Chartered Financial Analyst® and Certified Financial Planner® designations; clients can be confident that their portfolio mirrors the goals and risk-tolerance of their unique situation.
After graduating with a Bachelor of Science in Business Administration – Finance with Honors at the Rochester Institute of Technology in 2003, Brennan has been in the industry ever since, having gained experience at both large and medium sized firms.
When he isn't working, Brennan enjoys playing tennis at Midtown Athletic Club and spending time with his wife and daughter.