Brenda M. Carrico, Director of Client Service


What I Stand For:
I work to set our clients on their path toward financial freedom by gathering and analyzing data, preparing financial plans and assisting with plan presentations. I also serve on Searcy's Investment Team, which is responsible for making asset allocation and security selection decisions. I am involved in a variety of different research and analysis efforts, ranging from broad macro-economic topics to individual security selection issues, across different asset classes and markets and reporting those discussion items to the Investment Team.

Outside of Work, You'll Find Me:
I enjoy spending my time with family and friends. You can always find me reading, watching movies, or travelling. I also enjoy nature and photography, so I spend time gardening, bird watching, and walking the arboretum.

Favorite Quote:
The very best thing you can do for the whole world is to make the most of yourself. – Wallace D. Wattles

Professional Affiliations:
Brenda is a member of UMKC's Eta Zeta chapter of Pi Sigma Alpha, the National Political Science Honor Society. She is a founding board member of the Retirement Coaches Association.

Education and Certifications:
FPQP™ - Financial Paraplanner Qualified Professional™
APMA℠ - Accredited Portfolio Management Advisor℠
CRPC® - Chartered Retirement Planning Counselor℠
CPRC - Certified Professional Retirement Coach
Life and Health Insurance License
Series 65
Bachelor of Arts in Political Science, University of Missouri – Kansas City

In the Media:
Brenda is a co-author of "The Retirement Challenge: A Non-Financial Guide from Top Retirement Experts." The book, which was developed to help people thrive in retirement by addressing non-financial issues, was an Amazon Best Seller in its category and a #1 new release. Brenda was named in the 2023 "Twenty to Know in Financial Services" by the Kansas City Business Journal.

In the Community:
I enjoy volunteering for our company-sponsored service days, where we work as a team to help local organizations serve others.

Social Media Links:

Email Me:
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