Brandi brings nearly 25 years of experience in financial services, combining compassion, precision,
and reliability to deliver exceptional administrative and operational support. She approaches every
client interaction with a positive attitude and a commitment to excellence, ensuring a seamless
experience from start to finish.

In her role, Brandi oversees key operational processes, including wealth transfers, retirement plan
rollovers, and estate settlements. She also manages daily cash flow, account rebalancing, and
prepares customized reports for client meetings—helping the team operate efficiently and effectively.
In addition, Brandi provides support in maintaining ongoing professional development and licensing
requirements for the office.

Originally from Michigan’s Upper Peninsula, Brandi has called Northern Kentucky home since 2010.
Outside of work, she enjoys reading, hiking, sharing laughs with friends and spending time with her
two sons, both proud University of Kentucky Wildcats.

Brandi holds Series 7 and 66 securities licenses and earned her bachelor’s degree from Michigan
State University.