Brennan Pate, CFP®
Partner & Financial Advisor
“Our team-based approach provides every client with the highest quality of service. It allows me to focus on what I excel at, then work with the rest of the team to ensure that all of our clients are confident and optimistic about their financial future.”
Bio
Brennan has 16 years of experience in the financial services industry and joined our team in 2014. Brennan is a native of San Diego, California and holds his Series 7 and 66 securities licenses through LPL Financial. Brennan holds the CFP® designation and became a Partner of Dodds Wealth in 2022. He graduated with a Bachelor of Science degree in biology.
As a Financial Advisor Brennan is dedicated to building personalized financial plans for clients, enjoys helping them with whatever financial issues may be at hand and also helps take care of the IT needs of the firm.
Before starting in the financial services industry Brennan worked in different places spanning from Montana to the Middle East to South Korea, enjoying everything from working as a ranch hand to teaching English. Today, he and his wife love exploring the mountains in Colorado and traveling. Brennan also volunteers with amateur radio emergency services groups.
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Team
