D. M. Brenner, Inc.

Jacqueline Buenrostro is a financial advisor at D. M. Brenner, Inc. with a Series 65 designation and one year of industry experience. She has been with D. M. Brenner, Inc. since 2022 and previously worked in education from 2015 to 2018. D. M. Brenner, Inc. offers customized financial planning, discretionary asset management, and qualified plan consulting to individuals and business clients. The firm manages portfolios using mutual funds, ETFs, and individual securities, applying an investment approach based on Modern Portfolio Theory with a focus on aligning portfolios to clients’ goals and risk tolerance.

Jeffrey Houghtby is a financial advisor at D. M. Brenner, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Cerity Partners LLC, West Coast Financial, LLC, and the San Francisco Giants. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individuals and business clients. The firm manages portfolios using a range of investment vehicles and emphasizes asset allocation based on Modern Portfolio Theory, incorporating tax-aware strategies and ongoing portfolio monitoring.

Kenza Mc Kerrihan is a financial advisor at D. M. Brenner, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Sovran Advisors, and MassMutual Life Insurance Company. Outside of advisory work, she is an insurance agent involved in the sales of life and disability insurance. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individuals and business clients. The firm uses an asset allocation approach based on Modern Portfolio Theory and manages approximately $175 million in discretionary assets.

David Brenner is a ChFC® and Series 63 licensed financial advisor with 40 years of industry experience. He has led D. M. Brenner, Inc. since 2013 and previously worked at Fortune Financial Services, Inc. from 2013 to 2020. In addition to his advisory role, he is a licensed insurance agent. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individual and business clients. The firm manages approximately $175 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, incorporating tax-aware strategies and ongoing portfolio monitoring.

Sean Burns is a financial advisor with D. M. Brenner, Inc. He holds a Series 65 credential and has one year of industry experience. Prior to joining D. M. Brenner, he worked at Redwood Investment Management and Longboard Asset Management, each for one year. D. M. Brenner, Inc. provides customized financial planning, discretionary asset management, and qualified plan consulting to individuals, pension plan sponsors, and business clients. The firm uses an asset allocation approach based on Modern Portfolio Theory and implements tax-aware strategies, managing roughly $175 million in discretionary assets as of December 2024.