Brenda joined our team as a Client Service Specialist in April 2026, bringing a background in banking and financial services. In her role, she supports advisors and assists in client meetings, helping to ensure a smooth and positive client experience. She earned her B.A. in Finance with a concentration in Investments from Western Connecticut State University and holds her Series 7 and Series 66 licenses, along with Connecticut insurance licenses.

Known for strong client service skills in account support, communication, and operational efficiency, she is passionate about building relationships and delivering a seamless client experience.

Outside of the office, Brenda enjoys spending time with family and friends, reading, cooking, and going to the beach.