July 25, 2005

THE BRENNAN FINANCIAL GROUP OPENS HUNTSVILLE OFFICE AS ITS EXPANSION ACROSS NORTHERN OHIO CONTINUES

The Brennan Financial Group has opened a Huntsville-based office to serve clients in West-Central Ohio, Managing Partner Daniel J. Brennan, CLU, has announced. Late last year, the firm entered the Toledo market, as part of its expansion across the northern tier of the state.

Roderick J. “Rick” Clark was appointed district manager of the new office in Huntsville, located west of Columbus and south of Toledo. With some 20 years in the insurance industry, Clark has been an award-winning producer. Plans call for the office to hire six to eight associates, Brennan said.

Clark, a graduate of The Ohio State University, resides in Russells Point. He and his wife have three children.

In November, The Brennan Financial Group opened an office in downtown Toledo. There, the firm has 25 representatives, including two sales managers and specialists in a variety of areas that range from insurance and pensions to families who have children with special needs.

With its expansion into Toledo and, now, into the Huntsville area, Brennan said, “This fits our strategic plan of finding the right geographic options that can attract top talent and serve our clients. Our mission always has been to provide financial independence for them and their families.”

June 13, 2005

BRENNAN FINANCIAL GROUP HIRES TWO NEW REPRESENTATIVES IN ITS EXPANDING TOLEDO OFFICE

TOLEDO, Ohio – Jeffrey W. Trobaugh, LUTCF, CLTC, and Sharyl L. Hall, CLTC, have joined The Brennan Financial Group as Registered Representatives of New England Securities, Boston, Mass.

Trobaugh entered the financial services industry in 1988. He has earned the Life Underwriter Training Council Fellow (LUTCF) designation and the Certified in Long Term Care (CLTC) designation. As managing associate at the Brennan Financial Group, Trobaugh has responsibility for hiring, training and supervising new financial representatives and providing a wide range of financial products and services.

A graduate of Purdue University, Trobaugh has been involved in recruiting qualified representatives for more than 16 years. He and his wife Laurie reside in Maumee.

Hall is licensed in health, accident and life and holds Series 6 and Series 66 Securities licenses. She has earned the Certified in Long Term Care (CLTC) designation and is currently working towards earning the Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) designations.

Hall, who entered the field in 1995, assists individuals and business owners in determining which financial products and programs best meet their goals and objectives. Her areas of focus include estate planning, business continuation and long term care insurance.

She attended Stautzenberger Business College for two years and received an Associate Degree from Penta College Adult Education / Owens College. Hall and her husband Timothy reside in Toledo.

January 4, 2005

BRENNAN FINANCIAL GROUP OPENS TOLEDO OFFICE AS PART OF ITS CONTINUING EXPANSION ACROSS OHIO'S NORTHERN TIER

TOLEDO, Ohio - The Brennan Financial Group, as part of its continuing expansion across Ohio, has opened an office here that will serve the needs of clients across metropolitan Toledo.

The Brennan Financial Group has 25 representatives, including two sales managers and specialists in a variety of areas that range from insurance and pensions to families who have children with special needs.

“Our entering this market means that our clients across the northern tier of Ohio can tap the skills, talents and abilities of our professionals,” Daniel J. Brennan, CLU, managing partner, said.

“We will have a single marketing brand. All of our reps will be trained in the same processes and procedures, so that any client or potential client who deals with someone of the Brennan Financial Group can expect the same exact level of expertise and quality of products and planning. Our mission remains the same: to provide financial independence for everyone.”

Thomas J. Brennan was appointed District Manager of the Toledo office.

Over the past four years, Cleveland-based Brennan Financial Group has aggressively expanded, having opened offices in Ashtabula and in Poland, a Youngstown suburb.

“We strongly believe,” Daniel Brennan said, “in hiring professionals who have lived and worked in these areas for years. In doing so, this reflects our strong commitment to be located in markets that we believe have traditionally been under-served.”

January 5, 2005

BILL KITTINGER JOINS THE BRENNAN FINANCIAL GROUP AS A REGISTERED REPRESENTATIVE

CLEVELAND, Ohio - Bill Kittinger has joined the Brennan Financial Group as a registered representative with New England Securities Corp., Boston, MA.

Kittinger, a resident of Cuyahoga Falls, entered the financial services business in 2000. He studied business management technology at the University of Akron and earned a Bachelor of Arts Degree from Walsh University.

January 4, 2005

Brennan Financial Group's James
A. Lebzelter Earns CSA Designation.

ASHTABULA, Ohio - James A. Lebzelter,
district manager of The Brennan Financial Group, recently earned the CSA designation. The designation means that Lebzelter has successfully completed a comprehensive training program that covers priorities for those age 65 and older.

In this case, the Society of Certified Senior Advisors has trained more than 14,000 professionals on issues that range from finance to insurance. As part of his training Lebzelter had to pass an examination. Now that he has become a CSA, Lebzelter will participate annually in continuing Society education programs and have regular access to research and other information that can make a difference to seniors.

Lebzelter is a registered representative for New England Securities Corp., Boston, Mass. As financial representative, he assists individuals and business owners in developing strategies to help attain their financial goals and objectives.

Lebzelter has spent more than 20 years in the insurance industry, with expertise in retirement planning, among other areas. Active in the Ashtabula Chapter of the American Red Cross, Lebzelter has been tournament director of the organization's annual golf fundraiser. He resides with his wife Eva and their two sons in Jefferson.