Brendan Sanchez joins The Wiser Financial Group
Thursday, March 31, 2022
Brendan Sanchez has joined the company’s Client Success Team as a Registered Client Relations Specialist. In this role, Brendan is starting his career at Wiser learning from our veteran client service operations teams and absorbing all our teams’ decades of client relations expertise and all the puzzle pieces of the financial advising industry.
While learning the ropes of our Wiser Way of customer service and client management, Brendan has already hit the ground running, passing his first licensing exam, with an ambitious industry goal of planning to sit for several financial advising exams in his near future, working towards a financial advisory role at Wiser Financial.
Born and raised here in Kalamazoo Michigan, Brendan, a Bronco Alumni, graduated with a bachelor’s degree in finance, with a minor in business administration from Western Michigan University. Prior to joining the Wiser Financial Group, Brendan gained his industry experience in financial services at both Northwestern Mutual, and PNC Bank.
Brendan is married to his wife Nina, with their four boys, Mason, Gavin, Grayson, and his newest little one, Lincoln. When he is not at the office, Brendan enjoys spending time with his kids outdoors and/or at the lake, fishing, hunting, and long bouts of water tubing. During Michigan’s winter months, Brendan, and his oldest son love spending time together on local snowboarding excursions at Timber Ridge, any chance they get when it snows.
On behalf of the Wiser Financial Group, our company could not be more excited for Brendan’s readiness, purpose, and vision for his exciting career at our organization – Welcome to the Team, Brendan!
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with The Wiser Financial Group nor any other entity reference herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. Investment Disclosures: bit.ly/KF-Disclosures