President : Brendan Cunningham

Brendan is a First Vice President, Branch Manager and Financial Advisor for Morgan Stanley Wealth Management.

With over 20 years of experience advising clients, Brendan leads a team that is focused on providing comprehensive wealth management for his clients.

Brendan is actively involved in community initiatives and volunteers as President of T.J.’s Place of Hope in Centerville, in part to honor his brother Rory who died in 2012.

He holds a BA from Wright State University, majoring in Financial Services.

Brendan and his wife Aimee reside in Washington Township and are the proud parents of Dylan, Connor, and Caitlyn.

Co-Founder : Greg Crabtree