John honed his investment research and planning skills for almost 25 years before leaving the large brokerage houses behind. A desire to provide substantial and sound client services and to fully-develop his signature investment portfolio strategies led John to launch an independent financial services business in 2011. After 6 years in partnership, John opened the door of Brendel Financial to focus on his personal brand of client service which relies on an understanding of clients’ concerns, enthusiasms, long-term goals, and his interest in his clients.
John earned his AAMS® with the College of Financial Planning in 2004 and has maintained close ties with the college as well as many colleagues throughout the investment industry. After graduating with a degree in Management & Marketing from the College of Business at St. Johns, John returned to his first passion, sailboats. Working for Ventura Yachts in New York, John found time to continue racing, eventually counting 7 National Championships (Shields Class) and a World Championship (Offshore Rule Class) among his successes, before moving on to his next professional interest: the financial services industry.
An active member of the Upper Valley community since 1991, John and his wife of 26 years, Megan, raised their two children and several dogs here. Parenting in Vermont and NH has meant many hours cheering and playing a supporting role for ski, baseball, and crew teams throughout the years. An avid skier himself, John gets out regularly with the whole family and tries to plan a surprise winter getaway each year.
As a business owner and community member, John has supported local causes including WISE, the Prouty, Project Graduation, and Norwich Women’s Club as well as volunteered with the Norwich Lions Club, the Norwich Finance Committee, and chairing the Norwich Fair for 8 years.
Now that Megan and John’s children are out of the house, John is finding time to return to the water, racing with the Sunapee Yacht Club and reliving adventures with his friends at Storm Trysail Sailing Club.
John and his entire team at Brendel Financial Advisors invite you to come in, share your story, and find out what we have to offer.
Learn more about John J Brendel, Jr. Click FINRA to visit FINRA's broker look-up page:
After working in technology sales, Tim refined his relationship building skills through his work in private banking and mortgage lending, here in the Upper Valley. Through this experience he truly understands the value of building close relationships with his clients and working towards their goals.
Tim earned his Certified Wealth Strategist ® certification through the Cannon Financial Institute, and graduated from Plymouth State University with a degree in business management.
A Hanover native, Tim has previously served on the boards of, Youth In Action, Project Search, Hanover Area Chamber of Commerce Golf Committee, Pathways of the River Valley, and Granite United Way Corporate Division. In addition to serving on these boards he is also a graduate of Vital Communities Leadership Upper Valley program. He has found working with these non-profits to be very rewarding and strengthened his ties to the community.
After stints in Park City and Boston, Tim was pleased to move back to Etna in 2010 with his wife Kaitlin and their two boys, Henry and Owen.