Broker Check
Brian Penney

Brian Penney

Financial Advisor

(815) 670-5480

bpenney@capitalsynergiesaz.com

I love educating clients on Financial Markets. I started off in Banking as I saw it as a stepping stone in growing my career which quickly escalated into Wealth Management. Some of the things I love to do is watching Sunday NFL (Washington Commanders) Huge Fan with my family. My family also has a monthly family movie night, even my older kids come to enjoy. My wife and I have been able to enjoy taking our kids to all fifty states by the time they were 18.

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Areas of Focus

  • Small Business
  • Retirement Planning
  • Doctors
 
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Education & Credentials

  • Series 65
 
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Personal Interests

  • Coaching
  • Cooking
  • Pets
  • Team Sports