Podcast published: May 2, 2025
In times of uncertainty, the desire for financial security is universal. In this wide-ranging conversation, we talk with Patti Brennan, founder and CEO of Key Financial, a wealth management firm based in West Chester, Pennsylvania. Patti shares practical ideas for navigating turbulent markets. We explore her unique career path from ICU nurse to nationally recognized financial advisor. We dig into her people-first leadership style, and the values that shape her firm – now managing $2.5 billion in assets. We also dive into her new book, Am I Going to Be Okay?, published by Forbes.
Links
Key Financial
- Website: keyfinancialinc.com
- Facebook: facebook.com/KeyFinancialInc
- LinkedIn: linkedin.com/company/key-financial-inc
- Patti Brennan on LinkedIn: linkedin.com/in/keyfinancialinc
- Patti’s Book: Am I Going to Be Okay?
Chester County Economic Development Council (CCEDC)
- Chester County Economic Development Council
- Seedcopa
- Hire One
- ITAG
- Supporting the Local Business Community with Michael Grigalonis
Additional Links
- Penn Medicine Chester County Hospital
- Top-Rated Health Care and Well-Supported Staff with Karen Pinsky, MD and Ed Callahan
Transcript
The transcript will be posted as soon as it is available.
