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June 14, 2018
Key Stories Part 2: Patti Brennan
Fig is proud to partner with Key Financial as our 2018 Female Entrepreneur Editorial Sponsor. Key Financial president Patti Brennan was recently named Forbes’ #4 Top Wealth Advisor in Pennsylvania for 2018. Patti was also one of only six Top Wealth Advisors profiled in the entire country for her willingness to go above and beyond for her clients. Please join us in congratulating Patti and Key Financial on this incredible recognition.
Key Stories Part 2: Pattie Brennan
Compassion, says Patti Brennan, CFP, President of Key Financial, Inc., means understanding someone’s situation, applying the right tools, and having enough perspective to gently guide them towards a solution. That deep sense of care and responsibility is part of what brought Brennan and her loyal team of employees through what she calls “the messy middle” of the financial crisis.
In the first installment of our three-part series, we met Brennan in 1990, starting a financial planning company in what most people refer to as their “laundry room” with solid, client-focused principles. As her young family grew, so did the company. When the financial crisis hit, Brennan made a promise to her 15 full-time employees: “Nobody will lose their job.”
It was not a pledge Brennan took lightly, and it wasn’t one she could keep without personal sacrifice and working harder than ever before. “They were painful years,” she says, “and there was lots of uncertainty.” Through it all, she maintained faith and confidence.
Weathering the storm required strategic thinking, conservative and creative planning, and a sustained focus on the clients and their needs. As word about Key Financial started to spread, those years solidified Brennan’s resolve that money is a “means to an end” and real financial planning is where financial security is born. She committed to growth by investing in a new building and, more importantly, by investing in talented people. Today, Brennan and her team continue to guide clients with wisdom and compassion through good times and bad—through successes and windfalls, illness and job losses, changes in the tax law, and thoughtful estate planning. In part three of our series, we’ll learn how Brennan is building a legacy through supporting and mentoring young entrepreneurs and investing in the community.
Thanks to our Female Entrepreneur Editorial Sponsor, Key Financial. Key Financial believes in empowering women, and lifting up the next generation of female entrepreneurs.