SET OUT FOR NEW ASPIRATIONS
At Waymark Wealth Management, helping our clients pursue a state of true wealth is our biggest investment. By showing our clients a better mindset financially, they can then focus on the real goal: living a better life.
We believe traditional analysis only gets you so far. That’s why we use innovative behavioral practices to get a better understanding of your entire financial picture. It’s about everything that affects your wealth, not just your monetary decisions, but your challenges and concerns, hopes and dreams, values and ambitions. By taking time to go beyond the numbers, we create a plan that is designed to work towards your vision for the long term.
A waymark points travelers in the right direction along their journey. We look forward to guiding the way to the life you want.
Brendan Sheehan, MSFP, CFP®
Partner | Co-founder
Brendan Sheehan is a Client Services Associate™ professional with extensive experience in comprehensive wealth management. His focus includes retirement planning, behavioral finance, investment portfolio construction, education funding, insurance, taxes, charitable giving, and estate planning. Brendan has an ability to take complex visions and distill them down to simple action plans, with a goal of helping or while striving to help clients 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.
Brendan’s Favorite Quote is:
“In the space between stimulus (what happens) and how we respond, lies our freedom to choose. Ultimately, this power to choose is what defines us as human beings. We may have limited choices but we can always choose. We can choose our thoughts, emotions, moods, our words, our actions; we can choose our values and live by principles. It is the choice of acting or being acted upon.” -Stephen Covey
Director of Operations
Tania has extensive customer service and management experience. She previously worked for a Fortune 500 company which was a leading global provider of insurance and employee benefit programs. Tania’s background has been developing and implementing new processes, procedures and initiatives. Her passion is focusing on world class service.
Tania holds a Masters in Business Management from Simmons College in Boston and a Bachelors in Business Administration with a Finance and Marketing concentration from the University of Miami. She recently moved back from Tampa, Florida and lives in the local area with her husband and two children.
Brandon is a registered paraplanner. 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 and his dog Enzo where they enjoy spending time on his boat or at the beach. Brandon also enjoys making his annual pilgrimage to Walt Disney World.