Building Trust and Stewarding Clients’ Financial Affairs with Patti Brennan

In times of uncertainty, the desire for financial security is universal. In this wide-ranging conversation, we talk with Patti Brennan, founder and CEO of Key Financial, a wealth management firm based in West Chester, Pennsylvania. Patti shares practical ideas for navigating turbulent markets. We explore her unique career path from ICU nurse to nationally recognized financial advisor. We dig into her people-first leadership style, and the values that shape her firm – now managing $2.5 billion in assets. We also dive into her new book, Am I Going to Be Okay?, published by Forbes.

OUR PARTNER

Southern Chester County Chamber of Commerce

LINKS

Key Financial

• Website: keyfinancialinc.com
• Facebook: facebook.com/KeyFinancialInc
• LinkedIn: linkedin.com/company/key-financial-inc
• Patti Brennan on LinkedIn: linkedin.com/in/keyfinancialinc
• Patti’s Book: Am I Going to Be Okay?

Chester County Economic Development Council (CCEDC)

• Chester County Economic Development Council
• Seedcopa
• Hire One
• ITAG
• Supporting the Local Business Community with Michael Grigalonis

Additional Links

• Penn Medicine Chester County Hospital
• Top-Rated Health Care and Well-Supported Staff with Karen Pinsky, MD and Ed Callahan

Transcript

The transcript will be posted on our website as soon as it is available.

Creators and Guests

EG

Host

Erik Gudmundson

LD

Host

Liam Dempsey

What is Start Local?

Start Local is focused on helping businesses and non-profits in and around Chester County, Pennsylvania, connect and grow together. Our aim is to bring together the many folks that make up our wonderful community in greater Philadelphia to share and learn from each other.