Associate Wealth Manager
Portfolio Technical Specialist
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
Financial Planning Association