Valerie K. Brennan Joins David A. Noyes & Company

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Valerie K. Brennan Joins David A. Noyes

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For more information contact:
Matthew Reynolds, 312-606-4630
mreynolds(at)danoyes(dot)com

Valerie K. Brennan Joins David A. Noyes

November, 2014 – Valerie K. Brennan, an award-winning financial planner, tax specialist and CPA with over 26 years experience, has joined the David A. Noyes & Company team as an independent financial advisor serving the Indianapolis area. As an independent professional, she will also be relying on Noyes for investment resources and expertise to support her longstanding clients.

Valerie brings a broad base of knowledge and expertise to financial planning for clients, including experience in working with entrepreneurial businesses and their owners in a variety of industries. In addition to providing tax and accounting expertise, she focuses on developing financial planning strategies for clients.

“Joining forces with David A. Noyes is a perfect fit,” says Valerie. “Noyes has an excellent reputation for providing a high level of very personal attention and outstanding service, which is exactly what my clients are looking for in an investment firm. I’m especially looking forward to working with the wealth management experts on the Wolfrum Capital Management Group team to help individual investors achieve their goals. ”

Valerie is also a licensed insurance agent and a Personal Financial Specialist. In 2008, she was recognized as a Personal Financial Planning Super CPA by the Indiana CPA Society. Among her many accolades are her “Five Star Wealth Manager” awards in Financial Planning, as published by the Indianapolis Monthly in 2009, 2011, 2012 and 2013.

“As a tax and financial planning professional, I know how important it is to have all the latest and greatest resources at your disposal,” says Valerie. “I’m very excited to be aligned with such a highly-regarded firm with all these resources, as well as a wealth of investment knowledge. More importantly, Noyes will help me ensure that every investor I serve will get highly personal attention, customized wealth management services, and access to industry-leading products.”

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Matt Reynolds

James Lynch

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