Patti Brennan

While she is now recognized as one of the top advisors in America, Patti Brennan's path was unlike anyone else’s.

After graduating from Georgetown University with a degree in Nursing, Patti worked in oncology as an ICU nurse before channeling her compassion for others to work as a financial planner.

In 1990, Patti founded Key Financial, Inc. while also raising four children. Patti’s unique ability to communicate complex financial concepts through understandable terms has garnered recognition from respected news services, industry experts, and prominent household names.

A combination of interpersonal skills and keen attention to detail has helped her firm grow into a firm that manages over 2 billion dollars with a high retention rate. Patti’s vision, her ability to solve problems, and the desire to serve each client holistically is infectious and shared by every member of her team.

Patti maintains a close connection to her community by holding seats on the boards of various institutions and nonprofits, such as The University of Pennsylvania Chester County Hospital, the YMCA of Greater Brandywine, and Connect Through Cancer. Patti is invited to speak at conferences throughout America and abroad. She has guided standing room only audiences with her wisdom, perspective, and practical advice through some of the most challenging times in our country.

Now, Patti brings all of that to you in her book, "Am I Going to be Okay?" (And is "Okay" Enough?). She marshals her 30 years' experience to provide clear guidelines and actionable advice using stories that anyone – irrespective of net worth- can relate to. You’ll read about her own remarkable life as a former ICU nurse, wife, mother of 4 children, and caretaker of aging parents. You’ll read stories of her relentless struggle with an idea to be a different kind of advisor, her instincts to know that no one achieves much alone, and her ability to attract brilliant like-minded people who mirrored her humility and who craved a culture focused on just one thing: the clients they served. As CEO of her independent firm, Key Financial, the concepts in this book have been vetted and fined tuned for over 30 years as Patti and her team served families who may have started out as she did, requiring higher level sophisticated advice as their net worth grew.

Written with compassion and humor, Patti has never forgotten her days at the bedside and advocates for every reader with that same substance and care.

[DISCLOSURE: The achievement of any professional designation, certification, ranking and recognition in the media, degree, license, membership in any professional organization, or any amount of prior experience or success should not be construed by a client or prospective client - or reader of this (or any other) book - as a guarantee that he/she will experience a certain level of results. This is true if Mrs. Brennan or Key Financial is engaged or continues to be engaged to provide wealth management and investment advisory services, or if this book is purchased. ]