I mentioned in my anniversary blog last week that we had some exciting announcements coming. First on that list, I am pleased to introduce Brendan Sheehan to the Birds Eye Wealth Planning team. Brendan is a Registered Agent with the Internal Revenue Service and has owned Brendan’s Tax Service, located in Yardville NJ, for 31 years. Brendan is also a member of the National Association of Tax Preparers (NATP). Brendan’s Tax Service is very well known and respected in the Mercer County area as he has over 3,000 clients. Brendan is known for providing personal financial guidance to both individuals and businesses. His expertise ranges from basic tax management and accounting services to more in-depth business solutions. Brendan is a great addition to our team and will serve as our tax and insurance specialist while he works to add additional licenses on the investment side. Brendan will be building his own client base through Birds Eye while also providing heightened tax and insurance advice on each financial plan that comes through our company.
In his free time Brendan is an active member of both the Bordentown Elks Lodge 2085 and Yapewii yacht club. He enjoys boating and fishing as well along with his wife. Please join me in welcoming Brendan to the team. I believe he will be a huge asset and continue to provide additional value to your financial planning through additional tax and insurance strategies.