Brendon is a Client Service Associate at Sand Hill Global Advisors, where he supports clients and the Wealth Management team with day-to-day account needs, including account opening and maintenance, money movement, documentation, meeting preparation, and follow-up. He brings a client-first mindset, strong communication skills, and a calm, detail-oriented approach to his work. Brendon enjoys the combination of relationship-building and problem-solving that comes with client service and takes pride in making complex or time-sensitive requests feel seamless and well handled. He is particularly interested in holistic financial planning, investor behavior, retirement planning, and the unique considerations involved in serving high-net-worth individuals and families.

Before joining Sand Hill, Brendon was a Financial Representative at Fidelity Investments, where he supported clients with account servicing, deposits, money movement, and connections to advisors. His earlier experience includes roles as a business intern at Toyota Sunnyvale, a clinician at Lindamood-Bell, and a lead merchandiser and golf instructor at Pruneridge Golf Club. These experiences shaped his ability to communicate clearly, solve problems, and meet people where they are. Brendon earned a Bachelor of Arts in Psychology from San Jose State University and is currently pursuing a Master of Business Administration there. He also holds the Series 65 license.