Callan A. Smith

Operations Manager

Callan joined D. M. Brenner, Inc. in 2012 as an Assistant Financial Planner and has served in a variety of roles within the firm. Following a relocation to Okinawa, Japan, with her family, she took a leave of absence before returning in 2023 as Operations Manager.

In her current role, Callan oversees Compliance, Human Resources, and Practice Management, ensuring the firm operates smoothly and efficiently.

Outside of work, Callan enjoys life with her husband and two young sons. Together, they spend summers by the ocean and winters on the ski slopes.

David M. Brenner CLU®,

Chartered Financial Consultant®

Callan A. Smith

Operations Manager

Jacqueline Salazar Buenrostro

Client Service Manager

Sean Burns

Paraplanner & Portfolio Administrator

Jeff Houghtby

Paraplanner, Financial Plan Generation

Kenza McKerrihan

Paraplanner, Client Outreach & Onboarding

D.M. Brenner, Inc.
380 Stevens Avenue, Suite 205
Solana Beach, CA 92075

Phone: (858) 345-1001
Fax: (858) 345-1054
www.dmbrenner.com

David M. Brenner, CLU®, ChFC®
California License #0801900
david@dmbrenner.com