Brenda Ford Richman, Planning Associate
Brenda’s passion is to help people approach their personal financial resources strategically in order to get what they want most out of life. Brenda has an extensive background developing client relationships. Her 22 years of experience covers financial advising as well as servicing clients with insurance products for both personal and business coverage. She is responsible for ensuring that our clients receive white glove service that reinforces our mission to provide financial planning in an exceptionally trustworthy and comprehensive manner. When not assisting clients, Brenda enjoys the outdoors, reading, travel and spending time with friends and family.
Certifications and Licenses: Series 65 License, Life & Health Insurance License
Email Brenda: firstname.lastname@example.org