Senior Wealth Advisor
Hi, I'm Brandy, a CFP® and Senior Wealth Advisor at Centric. I joined the industry in 2000 to be a voice of change in a male dominated industry and bring the caring human touch elements into the client experience, which in part include: empathy, attentive listening, genuine caring through life’s changes such as divorce and death, and knowing the client on a personal level.
I graduated Cum Laude with a Bachelor of Science from the University of Utah in 1999, received a Graduate Certificate in Financial Planning from Rice University in 2013 and obtained my CERTIFIED FINANCIAL PLANNER, CFP® designation in 2013—the gold standard of designations in the Financial Planning industry. I also hold my Series 65 and Texas Life, Accident, Health, and Long-Term Care Insurance Licenses.
I choose to serve a wide spectrum and type of clientele. This includes serving those individuals that many advisors often overlook or turndown because they don’t have “enough money” as they are saving for retirement—the everyday, hardworking individual, couple and/or families. For years my grandparents had said that in their earlier years of saving and investing not one Financial Professional would work with them because they did not have “enough money”. Insulted and given no other choice, my grandparent’s invested and saved on their own. After my grandparent’s passed, I evaluated their portfolio and was amazed at what they were able to accomplish on their own. I wondered at that time, how things would have turned out, how much better they would have done, if they only had been given the opportunity of having the expertise and guidance of an advisor during all of their investing years.
As a part of my basic fundamental client services, I strive to assist my clients reach their unique short and long-term goals through: Financial Life Management, helping clients define their goals; Risk Management, a risk strategy to protect their goals; and an Asset Management Strategy to help my clients achieve their goals.
A former native of Denver, I am so proud to be a Texan, and blessed to be the mother of 4 and married to my wonderfully supportive husband, Robert. Much of my spare time goes towards supporting my children in their various passions: Olivia, Emma, Sophia, and Alexander.
I’m very active with the Financial Planning Association and CFP organization. My family enjoys volunteering in our community, having recently created a clothing drive to help those in need, members of the Houston Area Parkinson’s Group (HAPS), and are active in our church congregation and youth programs.
Getting To Know Brandy
In my free time, you can find me
spending time with my family, whether it be helping with homework, playing chauffeur, going to a competition, or band event. I also enjoy gardening, reading, shopping, and yes, my nemesis, laundry or cleaning house.
I’m passionate about
Our son, Alexander, was diagnosed at an early age with Speech Apraxia. Since then I have become passionate about Early Childhood Intervention and the importance of getting help early and utilizing the special programs available for our children.
If I could meet anyone, it would be
my great, great grandmother that my grandmother spoke so fondly of, of which I named my daugther, Sophia, after.
My favorite food is
Italian Food--specifically cheese pizza. We love supporting small business owner restaurants.
My hidden talent is
gardening. I love seeing the colorful transformation that flower gardening and planning bring to my yard.