Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Brendan Hanley

Financial Professional

248-641-2681

brendan.hanley@equitable.com

I work closely with individuals and families to help them make confident, informed decisions about their financial future. My focus is on building thoughtful, personalized strategies around retirement, wealth accumulation, risk management, and long-term planning—always tied to what matters most to each client.

I believe financial planning works best as an ongoing, collaborative process. My role is to simplify complex decisions, provide clear guidance, and help clients stay on track as their lives and priorities evolve.

In addition to client work, I spend time mentoring and developing financial advisors, helping them grow and better serve the people they work with.

Outside of work, I’m a husband and father of four. My family keeps me grounded and drives everything I do. When I have free time, you’ll usually find me on the golf course, in the gym, or out thinking I can run a sub-2-hour half-marathon.

Joules Thao

Administrative Assistant

248-641-2707

Joules.thao@equitable.com

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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