I am proud to serve as the Owner, President, and Managing Partner at Brendle Financial Group. I have had the privilege of working in the financial services industry since 2000, specializing in complex financial planning and tax planning. My journey in this field has been both rewarding and fulfilling, as I am deeply motivated by helping people become successful and saving them money through proactive planning. What I enjoy most about my job is the planning, solutions, and strategy involved in helping my clients achieve their financial goals. Striving to be the best at the services we provide is a constant source of inspiration for me.
I began my career as a licensed CPA® in 1978, and I have been the owner of this firm or a previous firm since 1985. Over the years, I have earned several designations, including CPA®, PFS®, and CFP®, which have equipped me with the knowledge and skills necessary to provide top-notch services to my clients. Prior to embarking on my professional journey, I attended the University of North Carolina at Charlotte, where I laid the foundation for my career in finance. I am a Wealth Management Advisor and offer securities through Cetera Wealth Services LLC, member FINRA, SIPC, and investment advisory services through Cetera Wealth Services LLC.
As a native of North Carolina, I currently reside in Winston-Salem with my wonderful wife. We are blessed with four adult children, five delightful grandchildren, and our beloved Labradoodle Winston. Outside of my professional life, I am an active member of both the AICPA and the NCACPA, where I continue to engage with the broader financial community. In my free time, I indulge in my passions for playing golf, watching golf, and driving fast cars. These hobbies provide a perfect balance to my professional life and keep me energized and motivated.
Designations:
- Certified Public Accountant (CPA) North Carolina License # 10826
Licenses:
- Passed FINRA Series 7 and 66 Examinations
- North Carolina Life Insurance License
Memberships:
- American Institute of Certified Public Accountants (AICPA)
- North Carolina Association of Certified Public Accountants (NCACPA)
Education:
- University of North Carolina, Charlotte, B.S.