Email: Brandy@BDPlanners.com
Website: www.BlackDiamondPlanners.com
Phone: 630-796-6385
Location: DOWNERS GROVE, IL
Areas of Specialization: Retirement planning, financial planning, investment management
My passion is helping people, whether that's in my professional or personal life. I enjoy partnering with clients helping them to be good stewards of money and get their financial house in perfect order.
After graduating from Judson University, I began my career in banking. My experience includes trust administration, financial planning, and investment management. This helps me understand all aspects of a client's financial life and guide them through various transition points.
I have been fortunate to have wonderful mentors along the way and believe in giving back to my community. I serve on the board for CASA of DuPage County, the Zonta Club of St. Charles-Geneva-Batavia, and as a mentor for candidates preparing for the CFP® exam and entering the business as an advisor.
I am a CERTIFIED FINANCIAL PLANNERâ„¢ and member of the DuPage Foundation Professional Advisor Committee, Lurie Children's Legacy Partners, DuPage Estate Planning Council, and the Financial Planning Association.
When I'm not at work, I enjoy spending time with my two adult children, traveling, working out, and reading both fiction and non-fiction mysteries.
Copyright ©2024 Retirement Coaches Association. All rights Reserved.