Windward Private Wealth Management

Windward Private Wealth Management

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    • Darrell R. Tierney
    • Steven T. Osborne
    • Emily Tierney Petty
    • Drew S. Osborne
    • Kathy M. Washburn
    • Brandy K. Ward
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    • Brad J. Harrison
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Brandy K. Ward

Home » Who We Are » About the Firm » Brandy K. Ward

Associate Wealth Manager
Portfolio Technical Specialist

Brandy K. Ward

About Brandy

As the Associate Wealth Manager, she attends client meetings and takes notes, records follow-up items generated from client meetings, and prepares tax returns. In addition, she helps manage the firm’s back office systems, designs workflows and assists with bookkeeping and administrative tasks.

Before she joined Windward, Brandy worked as a tax and audit intern at DSWA Certified Public Accountants, where she prepared personal and corporate returns and performed governmental and nonprofit audits. Brandy earned a bachelor’s degree in finance from the University of Missouri – Kansas City.

Brandy is an active member of the Bates County Fair Board. She and her husband, Matty, live in Butler, Missouri and have two children. Outside of the office she enjoys spending time with her family, gardening, and photography.

 

Education and Certifications

  • BBA, Finance, University of Missouri-Kansas City
  • Series 65 Securities License

Affiliations

  • Financial Planning Association

Contact Brandy

bward@windwardfp.com
913.601.3105

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Phone: (913)381-7411
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

HOURS OF OPERATION
8:30am - 5:00pm Monday-Thursday
8:30am - 3:00pm Friday
Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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