DIRECTOR, FINANCIAL ADVISOR CLIENT RELATIONS
Along with embracing Valiant Wealth’s core values of integrity, compassion, commitment, and caring, Brenda offers 20 plus years of experience in client relations, administration and database management. With a heart for service inside and outside the business, Brenda, our Director of Financial Advisor Client Relations, raises the bar The Valiant Way to make sure our clients and their families are well taken care of.
Whether it be general investing, diversification through private equity deals, insurance analysis, investing for college, retirement or tax planning, or charitable giving, Brenda continually does a health check on your wealth to answer the very important question: “Am I OK?”
While coworkers and clients are considered extended Valiant family, Brenda’s immediate family consists of her husband, Dan, two sons, and one daughter. She can usually be found at an athletic event for her oldest son, at a dance recital for her daughter, or on the playground with her youngest son. A passion for Brenda is advocating for inclusion and ability awareness for her daughter, who has unique abilities. She is a board member for Team RunFree, where avid runners (navigators) use running carts for those who are unable to run (captains) to give them the experience and joy of running.
“I strive to always view life through my daughter’s eyes and think good thoughts,” says Brenda. “I enjoy integrating this value and compassion with my client interactions, doing what I can to make things easier throughout each season of life. I help accomplish this by providing reassurance and guidance through investing, goal setting, charitable giving and estate planning.”