Brannigan has spent nearly 20 years helping clients work through some of the most consequential financial decisions they'll face, from building a foundation during their working years to managing and distributing assets in retirement. His work spans retirement planning, estate planning, tax strategy, Medicare, and asset management, with particular depth serving clients in healthcare, education, and the private sector.
What distinguishes his approach is how he handles complexity. Rather than presenting clients with dense reports and industry terminology, he translates intricate retirement, tax, and legacy decisions into clear terms and manageable choices. He approaches every conversation as an educator, and the goal is always for the client to leave with a clearer picture than they walked in with. He stays current on market conditions and industry developments, combining modern planning tools with a hands-on approach to client service.
Brannigan grew up in Central New York, launched his career in Florida, and went on to spend a decade across several global financial services firms in New York City, an experience that built the technical foundation he brings to his work today. He now lives in Pittsford with his wife, two kids, and two dogs. When he's not with clients, you'll find him on the ski slopes, out at the lake, or cheering on Syracuse, the Bills, and the Knicks.
- St. John Fisher University
- M.S. in Finance, Simon School of Business, University of Rochester