Brendan Donlevy first started with the team as an intern in the Summer of 2018. The following Fall Semester, Brendan returned to school and graduated from The University of Wisconsin-Whitewater with a Bachelor’s degree in Finance with an emphasis in financial planning. Upon graduating, Brendan worked with a forensic accounting firm as a Portfolio Analyst but ultimately found his way back into financial planning. After a brief stint with Northwestern Mutual, Brendan reunited with the team in January of 2022. As a Paraplanner, Brendan works closely with the Advisors at VestGen to assist with the financial planning process. His passion for financial planning stems from his childhood where he was the beneficiary of what was a sound financial plan. He recognizes the importance of building wealth for the future and also preparing for the unexpected. Both of these factors are at the top of his mind when building a comprehensive financial plan. Growing up in the Saint Charles area, Brendan was heavily involved in athletics, playing football, basketball, and volleyball. Currently, he resides in Arlington Heights, where he enjoys hanging out with friends and family, hiking, watching football, playing board games, and trying new and interesting foods.
