Cfp® Brogan O'Connor Aif®

Brogan O'Connor, CFP®, AIF®, has worked at Sentinel Benefits & Financial Group since 2012. They started as an intern in May 2012 and later became an Investment Consultant for Personal Investment Services in June 2013. In November 2018, they transitioned to the role of Senior Financial Planner, where they focused on helping companies with employee benefits. Currently, Brogan serves as the Vice President, Financial Planner, Private Client Group at Sentinel Benefits & Financial Group.

Brogan O'Connor, CFP®, AIF® graduated from Connecticut College in 2013 with a Bachelor of Arts (B.A.) degree in Economics. Prior to attending college, Brogan O'Connor attended Northfield Mount Hermon from 2008 to 2009 and St. John's Prep from 2004 to 2008. In addition to the educational background, Brogan O'Connor also holds various certifications including Series 66 and Series 7. Furthermore, Brogan O'Connor obtained the Accredited Investment Fiduciary certification from Fi360 and is also a Certified Financial Planner (CFP) certified by the CFP Board.