As a client service associate, Brandi is responsible for maintaining client accounts, administrative functions, and relationships for KPM Wealth Advisors.
Practice Emphasis
- Account opening & maintenance
- Client request management
- Client relationship support
Education
- B.S. degree in Business Management, Missouri State University
- Participates in 20+ hours of CPE annually
Licensing
- Series 7 & 66
Community Involvement
- United Way of the Ozarks, Day of Caring Volunteer
- Springfield Ballet, Former Board Member