BRENNAN G. CROSS, MBA Founding Principal


Brennan brings over two decades of full-time financial industry experience to the firm. He began his career at Fidelity Investments and spent more than seven years in the Dallas and Boston corporate offices. Most of the experience involved developing and providing retirement planning solutions for clients. After that, he continued serving his clients with Charles Schwab, Retirement Advisors of America, and True North Advisors.

Brennan earned a Bachelor in Business Administration in Finance and Banking from Oklahoma Baptist University and a Masters of Business Administration from Southern Methodist University. Brennan oversees all aspects of the company’s operations in addition to helping his clients meet their retirement planning needs and goals.



  • Allen Office
  • 900 West Bethany Drive
  • Suite 150
  • Allen, TX 75013
  • Phone(214) 618-2022
  • Toll-free(888) 392-9773
  • Fax(214) 919-4896
  • Raleigh Office
  • 8601 Six Forks Road
  • Suite 400
  • Raleigh, NC 27615
  • Phone(919) 214-9066

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