Brendan is an Executive Vice President and the Director of Tax Planning at Connectus Accountants and Atlas Private Wealth Management. He is an Enrolled Agent, and has over 20 years of experience in the financial services Industry.

Brendan’s primary responsibilities are providing comprehensive financial advisory services to individuals and small businesses. His focus is to assist clients with their investments, retirement, cash flow, education funding, insurance and tax planning. Brendan also helps deliver tax compliance, planning and other tax services for individuals, small businesses, estates, and trusts.

Prior to joining Connectus Accountants and Atlas, Brendan spent 16 years with Ayco, a Goldman Sachs Company.

Jolyn is the Director of Tax Services at Connectus Accountants. She is an Enrolled Agent, and has nearly 20 years of experience in the tax planning and compliance arena, having worked in the financial services and legal services industries.

Jolyn’s primary responsibilities include managing tax return preparation services, as well as working with clients and advisors directly to deliver tax advice, projections, and numerous other tax services.

Other previously held roles include Financial Planner and Senior Tax Analyst for Ayco, a Goldman Sachs Company and Senior Paralegal at Lavelle & Finn.