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Biography

Brenda is a Senior Associate supporting the Chief Equity Strategist’s wealth management practice, where she manages client relationships, assists with financial planning, and supports various operational tasks. She also supports the Executive Financial Counseling practice, assisting corporate executives with tailored financial planning and tax services.

Prior to joining Cerity Partners, Brenda was an associate at Charles Schwab, where she performed daily operational tasks that supported Schwab’s retail client business, interacting with hundreds of clients each day.

Learn more about my practice.

Education

  • B.A. in Government and Politics with a concentration in International Relations from the University of Maryland

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.