Brendan Gilbert, CDP

Brendan Gilbert serves as a Client Success Manager at Jarvis Law Office, where he plays a key role in the Funding Department. His work involves reviewing financial statements and making tailored recommendations based on clients’ assets and the specific language of their trusts. By balancing what clients want to achieve with strategies designed to best protect their assets, Brendan helps ensure each estate plan aligns with both personal goals and long-term financial security.

Brendan holds a Bachelor of Business Administration in Finance from Ohio University, graduating cum laude from the College of Business. With over three years of experience in the estate planning field, he combines his financial expertise with a passion for helping clients navigate complex financial decisions. As a Certified Dementia Practitioner (CDP), he also brings an added layer of understanding and sensitivity to clients facing unique challenges.

Outside of work, Brendan enjoys movies, reading, music, video games, sports, and hiking—activities that reflect his diverse interests and love for both creativity and the outdoors.

What drives Brendan in his role is the belief that having even a basic understanding of personal finance can significantly impact a person’s life. His background allows him to provide meaningful guidance, supporting clients as they work toward their personal and financial goals with confidence.