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 distinguished member of UMKC’s Eta Zeta chapter of Pi Sigma Alpha, the National Political Science Honor Society. She also holds the esteemed position of 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’s contributions extend beyond the professional realm. As a co-author of “The Retirement Challenge: A Non-Financial Guide from Top Retirement Experts,” Brenda’s insights have helped countless individuals navigate the complexities of retirement planning. The book’s success, as an Amazon Best Seller in its category and a #1 new release, speaks volumes about Brenda’s expertise. In recognition of her achievements, Brenda was honored in the 2023 “Twenty to Know in Financial Services” by the Kansas City Business Journal.
In the Community:
Brenda finds fulfillment in giving back to the community. She eagerly participates in company-sponsored service days, collaborating with colleagues to support local organizations in their altruistic endeavors.
