Brennan M. Ifkovits
Brennan is passionate about building long lasting client relationships and being a reliable contributing factor to the fulfillment of their future financial plans.
Brennan graduated with a bachelor's degree in finance from the Eli Broad College of Business at Michigan State University and holds a Series 65 license.
Brennan grew up in the Metropolitan Detroit area and currently resides in Grosse Pointe, MI. He previously worked at Jay A. Fishman, LTD. Investment Counsel and Lakeshore Financial Planning, where he gained experience assisting in the client portfolio planning and management process.
Brennan supported Senior Advisors by conducting in-depth analysis of the economy, market environment and the investment objectives and goals of client portfolios. He would recommend strategic investment opportunities for the optimization of client portfolios with the intention to better correlate clients’ current course of action with their long-term financial plan.
Outside of the office, Brennan is an avid golfer and hockey player, and enjoys spending time with family and friends. He’s a loyal Michigan State sports fan for better or worse.