Your Financial Planning Team

Brendan Walsh brings over 25 years of experience in the financial services industry. He got his start in financial services with a small family company in 1994 where he learned an enormous amount about how personal finance and tax law works. After several years, he left that firm for a big broker-dealer where he also learned a lot– about what not to do. When the Global Financial Crisis hit in 2008, he realized much of what the broker-dealer had been training him to do for his clients had the broker dealer’s interests at the forefront. This lead down a path of research that concluded with his realization that to truly represent the best interest of his clients, he needed to separate from the broker-dealer. Thus Quantum Leap Capital was born in 2013.

Our team brings over forty years of industry experience to the service we provide our clients.

Check us out.

Brendan Walsh

Brendan Walsh

Brendan Walsh

Certified Financial Planner, Chartered Life Underwriter, Enrolled Agent

Alison Davis

Associate Financial Planner

Jody Smith

Jody Smith

 

Jody Smith

Executive Assistant

Chelsea Brasel

Chelsea Brasel

 

Chelsea Brasel

Client Service Specialist

Kristin Walsh

Kristin Walsh

 

Kristin Walsh

Administrative Support

 

Our Values

Honesty

We followed The Fiduciary Standard before it was cool.  The truth shall set you free.  It sure has for us.

Transparency

Because we are not affiliated with any financial institution, we can truly represent our clients first.  We have nothing to hide.

Fairness

Our compensation structure is uniquely designed to allow us to bring a level and scope of advice and service to a segment of the population that is otherwise unlikely to ever hear of it.

Respect

We don’t discriminate. You don’t need a six figure brokerage account for us to help you sort through the noise and develop a strategy you can stick with.

Want to know where you stand? We can show you.

Schedule a complimentary consultation to learn what a true financial partnership can do for you!

Regions

We are based in Vermont but have clients all across the country. We currently serve clients in Vermont, New York, Massachusetts, Colorado, Illinois, North Carolina, New Mexico, and Florida.

Social

You can read more nuggets of financial wisdom by connecting with us on social media. You’ll find us active on:

Quantum Leap Capital is an independent Registered Investment Advisor in the State of Vermont.

Copyright Website 2019  |  Privacy Policy  |  Terms of Use  |  Site Map |  Credits