Brandy is a Senior Registered Client Service Associate with over 18 years of financial services industry experience. She prides herself on offering outstanding client service with a focus on relationship building as she assists clients with their administrative and operational needs in fulfilling their financial goals.
In her previous roles, Brandy worked at Merrill Lynch, Wells Fargo Advisors, and UBS Financial Services in client-facing roles. Brandy graduated with a Bachelor of Science degree from the State University of New York at Albany. She currently holds her Series 7 and Series 66 licenses.
She has lived most of her life in Colorado and enjoys spending time outdoors. When she’s not working, she enjoys hiking with her dog, backpacking, and traveling to new places.