Our Team
How We Work
Our team is made up of three experienced financial planners who bring decades of collective knowledge to every client relationship. We specialize in guiding business owners, individuals preparing for retirement and beneficiaries managing significant inheritances through a thoughtful and comprehensive financial planning process.
At the heart of our work is education-we believe that informed clients make confident decisions. By taking the time to explain strategies and options clearly, we empower our clients to understand not just what we recommend, but why it matters for their goals.
Together, we combine technical knowledge, real world experience and a personal touch to help our clients create financial plans that support lasting confidence, flexibility and independence.
Diane Brennan
JD, RICP®
JD, RICP®
Financial Planner
I’ve spent the past 25 years helping individuals, families and business owners make confident decisions about their financial lives. My work spans retirement planning, wealth management, tax planning strategies, life insurance strategies and advising business owners through growth, succession and exit planning.
What sets my approach apart is my background as a former practicing attorney. That training shaped how I think-analytically, strategically and with a deep respect for details, risk and long-term consequences. I don’t just look at the numbers-I look at the full picture, including legal, tax, and personal considerations that can dramatically affect outcomes.
I also hold the Retirement Income Certified Professional (RICP®) designation, which reflects my focus on helping clients turn their wealth into sustainable income-especially during retirement and other major life transitions. Whether someone is preparing for retirement, navigating a liquidity event, managing inherited wealth or running a closely held business, I believe planning should be proactive, coordinated and grounded in education.
My goal is simple: to help clients understand their options, clarify what matters most to them, and build strategies that align their lives-not the other way around. I see my role as both advisor and educator, guiding clients through complexity with clarity, care and perspective.
Carla Gray-BeDell
Financial Planner
Carla.GrayBeDell@Prudential.com
I bring over 30 years of experience in the financial services industry to help my clients navigate the changing financial and investment landscape. My approach with business clients or investment clients has always been the same. Together we find the best holistic approach to help you pursue your personal investment goals. How I do that is through in depth knowledge of my clients, their personal investment goals for now and for the future. I also enable my clients to migrate from tax planning to tax strategies to manage their portfolio.
I look forward to working with you.