Rich recruited Brandi to join him as an investment advisor in 2001. She was fresh out of graduate school and building her valuation and litigation support practice, but he convinced her it would be something she would want to have done someday.

Fast-forward almost 25 years, and Brandi’s advisory work is integral to her daily life. It gives her the chance to help people build financial security.

Brandi works with individual clients on their financial planning, investment strategies, and their advanced product needs. Brandi is also the lead advisor for the corporate retirement and benefits plans.

*These are credientials held to facilitate the services provided as OBA (outside business activities) that are conducted through other businesses that have no direct relationship with DTS Financial Advisors, LLC or Independent Financial Group. These services related to these credientials are only offered through a signed engagement agreement with these entities that specifically define the entity providing service and separate these services from DTS Financial Advisors and IFG.

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