Brian Connelly, CFP^®

Focus Areas

Comprehensive Financial Planning

Tax & Estate Planning

Wealth Management and Portfolio Design

Retirement Income

Insurance Planning

About the Financial Advisor

As a Partner and Advisor at Pickup & Associates, Brian is committed to helping clients pursue their financial goals. His team specializes in helping clients make prudent, informed decisions regarding the complex financial issues they face. Brian is responsible for developing customized and comprehensive financial plans, implementing tax management strategies, providing tailored and simplified estate planning, and managing growth and income investment portfolios.

Whether generating retirement income, managing an investment portfolio, or deciding to fund a college education, Brian understands the myriad of options available and helps clients implement the strategies that work best in their situation.

Brian serves clients by helping them define the things that matter most in their lives. He bases his success on how well his clients can align their life priorities with their use of money.

Education and Designations

• University of St. Thomas, Bachelor’s Degree, Financial Management
• CFP^® – CERTIFIED FINANCIAL PLANNER^™

Personal Life

Brian grew up as one of 5 children in Hastings, Minnesota as the child of two teachers. 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.