Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • Chartered Retirement Planning Counselor


  • Bachelor's degree, Finance & Marketing, University of Vermont, Burlington, Vermont


  • Growing up a native New Englander, Brendon’s interests revolve around the seasons, and being outdoors to experience them has always been key. Skiing at Sugarloaf and Sunday River during the winter, boating on Sebago Lake or Casco Bay during the summer, and hiking in the White Mountains during the spring and fall. This connection to nature has also fostered an interest in landscape photography. We live in such a beautiful part of the country, so capturing the essence on film has been an ongoing pursuit.

Community participation

  • Maine Children's Cancer Program
  • American Red Cross

Awards & recognition

  • AdvisorHub 100 Fast Growing Advisors to Watch, 2022
  • Ameriprise Circle of Success, 2020, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Forbes Best-in-State Wealth Advisors, 2022
  • Ultimate Digital Excellence Award, 2021

Professional associations

  • Portland Maine Business Exchange
  • University of Vermont Alumni Assocation

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.