Brendan Donlevy joined the team full-time in January 2022 to support the firm’s financial planning practice. He currently serves as Director of Financial Planning, leading VestGen South Barrington’s financial planning team and working closely with advisors to deliver comprehensive, goal-driven financial plans for clients.
Brendan earned his Bachelor’s degree from the University of Wisconsin–Whitewater in 2019 with an emphasis in Financial Planning. Originally from the St. Charles area, he believes his life experiences provide him with a unique and relatable perspective on personal financial planning.
Brendan’s approach to financial planning is grounded in objective, data-driven insights, using disciplined analysis and modern planning technology to turn complexity into confident, meaningful decisions and positive outcomes. He believes clients are best served when specialized planning expertise supports the advisor relationship, ensuring thoughtful analysis leads to clear, individualized guidance.
Outside of the office, Brendan enjoys staying active and following sports, particularly football. He grew up heavily involved in athletics—playing football, basketball, and volleyball—which helped shape his team-oriented mindset and disciplined approach. In his free time, he enjoys spending time with family and friends, hiking, watching games, playing board games, and exploring new and interesting foods with his fiancée, Abby.
