Be Well. Do Good.®
While return on investment is important, it’s only one small part of your story. Waymark Wealth Management considers long-term financial goals to help clients make decisions to enhance their lives.
At Waymark Wealth Management, we integrate traditional wealth management with behavioral finance.
There is a distinct difference between having the financial means to live the life you want and actually being able to do so. Behavioral finance uses a values-based decision-making process to help you strive confidently towards your life goals.
With the principles of behavioral finance leading the way, Waymark Wealth Management can help you pursue your own unique “True Wealth."
Brendan Sheehan, MSFP, CFP®
Brendan has extensive experience in comprehensive wealth management. His focus includes retirement planning, behavioral finance, investment portfolio construction, education funding, insurance & risk management, taxes, charitable giving, and estate planning. Brendan has the ability to take clients' complex visions and distill them down to simple action plans, helping them move from where they are today to where they want to be tomorrow.
Brendan graduated cum laude from Harvard University with a B.A. in Psychology. He received a Master of Science in Financial Planning degree with High Distinction from Bentley University’s McCallum School of Business.
As an Eagle Scout, Brendan still is quite involved with the Boy Scouts of America (BSA). In fact, his daughter Caeli is one of the first females to become a Scout after BSA opened to girls in 2019. When he is not camping or doing CrossFit, Brendan, his wife Sue, daughters Caeli & Emma, German Shepherds Timber & Kammie and ferrets Luna & Nala enjoy the outdoors and spending time with their friends and family.
Recognitions & Awards
See award criteria in the website footer section.
Brandon is an Associate Advisor with Waymark. He handles the account set up, transfers, and client requests, trades, money movement, and advice implementation. Brandon first started with the team back in 2007 at Ameriprise.
Brandon graduated from Bryant University in 2007 with B.S. in Accounting. Brandon lives in Plymouth with his wife Jessie, his daughters Ainsley & Zoey, and dog Enzo where they enjoy spending time on his boat or at the beach. Brandon also enjoys making an annual pilgrimage to Walt Disney World.
Client Services Associate
Niki is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.
Niki has eight years of experience in the financial industry. Prior to joining LPL, she worked as a financial consultant at Community Investment Services. She maintains her Series 7 and 66 FINRA licenses through LPL Financial. Niki enjoys working with advisors and their clients in her role on the admin solutions team.
She enjoys reading, camping, and spending time with her family. She adores animals and hopes to one day own a small farm. Niki's hobbies include walking with her dogs and learning new things.