Brenda Ramsey, CPA, CFP®, CWS®, RICP®
Brenda graduated from Manchester College with a Bachelor of Arts and a Master’s degree in Accounting. Brenda held various accounting positions during the first eleven years of her career before joining Brunette & Associates, LLC in 2004.
Brenda is securities and insurance licensed in multiple states. She is also a CPA, a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), a Certified Wealth Strategist (CWS®) professional, and has earned the Retirement Income Certified Professional (RICP®) designation. An individual who has earned the CFP® designation has met the education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards. Cannon Financial Institute Inc. owns the certification marks CWS®, Certified Wealth Strategist® and the federally registered CWS logo in the U.S., which it awards to individuals who successfully complete CWS® Board of Standards initial and ongoing certification requirements. Brenda has also been recognized as a Five Star Wealth Manager, as featured in Indianapolis Monthly magazine, multiple times, with the most recent honor awarded in 2016.
Brenda’s accounting background and passion for helping clients achieve their financial goals makes the financial planning industry a great fit for her. Her areas of interest include retirement income planning, tax efficient investment and estate planning, life and disability insurance, and long term care insurance.
“Financial planning allows me to merge my accounting background with my passion for helping people. I enjoy helping clients achieve their financial goals.”
In her spare time, Brenda enjoys volunteering at her church, in addition to being a member of the Praise Team and Chairman of the Board. She is also an avid golfer and enjoys reading.