The Art of Wealth Management

Brennan Pate

Registered Administrative Associate

Brennan PateBrennan was raised in San Diego, California and graduated from Northwest Nazarene University with a BS in Biology in 2000. After college Brennan worked as a ranch hand in Montana, a PE teacher in Oregon, and as an English teacher in the Middle East and South Korea. 

He joined a San Diego based LPL Financial firm in 2006, and in 2014 moved to Colorado, where his family roots lie (great-great-grandfather helped build the cog rail to Pikes Peak). Brennan is responsible for implementing our investment portfolio management services, staying informed about financial products and regulations, gathering information from our strategic research partners and assisting members with their accounts. He currently holds series 7 and 66 securities registrations through LPL Financial.

In his spare time, Brennan enjoys spending time with his wife and friends, working on his equestrian jumping skills, exploring the mountains in his Xterra, and acting as an Emergency Communications coordinator with the Denver Radio Club.