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Brian Connelly

CFP®

Brian joined Pickup & Associates (a wealth management practice at Focus Financial) in March 2022 as a Financial Advisor.  He grew up as one of 5 children in Hastings, Minnesota as the child of two teachers. Brian attended college at the University of St. Thomas in St. Paul, and shortly after graduating in 2001, entered the Financial Services industry. He is grateful to his parents for installing in him a love of learning and a gift to be able to educate others, especially in the areas of financial planning and investing.

In his spare time, Brian enjoys coaching basketball, football and baseball for his sons, Colin, Carter and Jonathan. Brian, his wife Bethany, and their three boys, live in Chanhassen, MN.

Services & Client Experience

  • Comprehensive personal financial planning
  • Portfolio analysis and asset allocation
  • Investment management
  • Tax planning
  • Estate planning
  • Insurance needs analysis
  • Ongoing progress reporting
  • Partnering with other professionals (accountant and estate planning attorney) to provide expertise and service in each area

Address

350 W. Burnsville Parkway
Suite 575
Burnsville MN 55337