Featured Guest: Patti Brennan

Episode Information

Patti Brennan, the President and CEO of Key Financial, joins us this week on ForbesBook Radio.

Her wealth management firm provides clients with personalized financial plans with multiple scenarios, stress tests and what if’s.

Patti and Key Financial have garnered recognition by Forbes, The Financial Times and Barron’s as one of the Top Advisors in America year after year for over a decade.