Throughout her 20-plus year career in financial services, Brandi has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated administrative and operational service they deserve. She approaches each client request with a positive attitude and conscientious manner.
Brandi also supports the business operations of our team. She takes the lead in processing incoming wealth transfers, retirement plan rollovers, and estates. She monitors daily cash flow, rebalances accounts, and prepares reports for client meetings.
Originally from upper Michigan, Brandi has enjoyed living in the milder climate of northern Kentucky since 2010. She spends her free time reading, hiking, laughing with friends, and relaxing with her two UK Wildcat sons when they are home from university.
Brandi holds both the Series 7 & 66 securities licenses as well as a bachelor’s degree from Michigan State University.
