As a financial advisor and Certified Public Accountant, Brenda helps clients define their goals and understand their options. She then partners with them to create tailored wealth management strategies. Financial plans include the right mix of investment management, estate planning, tax planning, and ongoing support to meet each individuals unique needs and preferences.
Brenda has worked in the banking and financial services industry since 1984. She helps clients succeed by taking the time to understand their unique needs and working with our team at Altus Wealth Group as well as attorneys, Bankers, and Trustees to provide services that help them work toward their goals.
Brenda received her Masters Degree from Bentley College and attended undergrad at Louisiana Tech University. She lives in Colorado Springs and enjoys fly fishing, reading and golfing.
Headquartered at 80 State Street., Albany, NY 12207
Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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