Client Service Associate
Brandy is a Business Relationship Manager and a Financial Paraplanner Qualified Professional (FPQP) who works with WWK Wealth Advisors as well as Moffatt Financial Strategies, One XVI Wealth, and Agile Retirement Management. She is highly organized and has over 6 years' experience in the financial services industry. Brandy's experience includes helping gather information for financial planning as well as making sure all appropriate documents are in order to assure all operational requests and requirements run smoothly. Brandy has lived in Fort Worth, Texas for over 20 years. She attended Weatherford College as well as The College for Financial Planning and is a Financial Paraplanner Qualified Professional (FPQP).
Brandy's greatest accomplishment is her two children and loving husband. She enjoys spending time with her family and she loves watching her kids do what they love most baseball, softball, gymnastics and band. She also enjoys hitting the bike trails as well as camping and fishing.