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Your Financial Planning Team

Brendan Walsh brings over 25 years of experience in the financial services industry. He got his start in financial services with a small family company in 1994 where he learned an enormous amount about how personal finance and tax law works. After several years, he left that firm for a big broker-dealer where he also learned a lot– about what not to do. When the Global Financial Crisis hit in 2008, he realized much of what the broker-dealer had been training him to do for his clients had the broker dealer’s interests at the forefront. This lead down a path of research that concluded with his realization that to truly represent the best interest of his clients, he needed to separate from the broker-dealer. Thus Quantum Leap Capital was born in 2013.

Our team brings over forty years of industry experience to the service we provide our clients.

Check us out.

Brendan Walsh

Brendan Walsh

Certified Financial Planner, Chartered Life Underwriter, Enrolled Agent

Alison Davis

Alison Davis

Associate Financial Planner

Greta Deforge

Greta Deforge

Front Desk Manager

Jody Smith

Jody Smith

Executive Assistant

Chelsea Mares

Chelsea Mares

Client Service Specialist

Kristin Walsh

Kristin Walsh

Administrative Support

Colleen Levea

Colleen Levea

Support Analyst

Jo Sherman

Jo Sherman

Associate Financial Advisor

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