Brendan Dunleavy, CPA
President
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At Fathom, wealth isn’t managed by one person — it’s shaped by a team. Each expert brings deep knowledge, unique perspective, and a shared commitment to your goals. Together, we explore every detail, challenge assumptions, and craft strategies that are purposeful and aligned with your life.
President
Chief Executive Officer
Director of Operations
Director of Investment Management
Partner Advisor
Partner Advisor
Client Liaison
Client Services Relationship Manager
Director of Processing
Client Liaison & Marketing Coordinator
Financial Paraplanner