Brennan Pate

Financial Advisor

 
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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 13 years of experience in the financial services industry and joined Dodds Wealth Management Group in 2014. Brennan is a native of San Diego, California and holds his Series 7 and 66 securities licenses through LPL Financial. He graduated with a Bachelor of Science degree in Biology from Northwest Nazarene University.  

As a Financial Advisor Brennan is dedicated to building personalized financial plans for all of our clients, starting with their goals in mind. In addition to being a Financial Advisor, Brennan also oversees all trading activity and money movements at the firm. 

Brennan has lived all over the world, from Montana to the Middle East to South Korea, enjoying everything from serving as a ranch hand to teaching English. Today, he and his wife, Temry, love exploring the mountains in Colorado. Horse-owners, Brennan and Temry care for and ride their horse, Flint at their home their home in Elizabeth, Colorado. Brennan also volunteers with amateur radio emergency services groups.
 

 
 

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