Brenda Ramsey has been focused on providing outstanding customer service and guidance as it relates to clients' financial planning needs since joining Brunette and Associates, LLC, in 2004. She differentiates herself through her in-depth knowledge of Employee Stock Purchase Plans, Non-Qualified Stock Options and Restricted Stock Awards.
Brenda is securities and insurance licensed in multiple states. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Public Accountant (CPA) a Certified Wealth Strategist (CWS®) professional, and has earned the Retirement Income Certified Professional (RICP®) designation. An individual who has earned the CFP® mark of distinction has met the education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards. Cannon Financial Institute Inc. owns the registered CWS logo in the U.S., which it awards to individuals who successfully complete the CWS ® Board of Standards initial and ongoing certification requirements.
Brenda helps clients achieve their personal and financial goals by providing highly personalized and sophisticated investment advice that begins with a comprehensive wealth strategy. She will help you define what is most important to you and then formulate the strategies best suited to help you achieve your goals in a tax-efficient manner, whether you are in the process of accumulating wealth or in need of a distribution plan to realize your lifestyle and legacy goals.
Brenda graduated from Manchester College with a Bachelor of Arts and a master’s degree in accounting. Her experience working as an accountant for the first eleven years of her career, along with her passion for helping individuals, business executives, and small business owners pursue and achieve their financial goals, makes the financial planning industry a great fit for her. Brenda is a resident of New Palestine, Indiana. In her spare time, Brenda enjoys volunteering at her church, playing golf, reading, and attending sporting events.