Kevin Pendergast

Kevin’s passion for financial planning began at a young age. A top-performing caddy at Midlothian Country Club, Kevin wanted to learn more about savings opportunities outside of bank accounts. After taking a personal finance course in high school, he knew this was his calling and upon graduation enrolled in the CFP Board Certified Personal Financial Planning program at the University of Illinois Urbana-Champaign.

After college, Kevin began his career at Goldman Sachs Ayco Personal Financial Management providing comprehensive financial counseling to corporate executives and other high net worth individuals. Kevin knew he eventually wanted to join a fee-only registered investment advisory firm that focused on objective advice. Kevin was familiar with BRF as an industry leader and jumped at the opportunity to join the firm in Fall 2015.

Kevin focuses on multi-generational wealth management, including serving the firm’s younger client base. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

After growing up near Chicago, Kevin now resides around Phoenix, Arizona. Outside of work, you can find Kevin on the tennis court, hiking a new trail, testing out recipes on his smoker, or simply lounging poolside under the sunshine.

Committee Service

  • Financial Planning Committee
  • Private Investments Committee
  • Public Markets Committee