Brenda Closs, CFP®, EPC

Certified Financial Planner

Brenda has worked in the financial service industry since 1976. The first 17 years were spent in various positions from file clerk to assistant manager at 3 different financial institutions. In order to provide more personalized service to her clients, Brenda left the bank to pursue a career as an independent advisor in 1997. 

Brenda achieved her Chartered Financial Planner designation in 1997 which is now called Certified Financial Planner. She has been registered to sell mutual funds since 1992. She earned her Elder Planning Counselor designation in 2005. As a CFP® Professional, Brenda maintains her high standard of competency by meeting the Continuing Education (CE) Requirements annually. 

"People are bombarded with financial information and my goal is to take some of the financial stress out of my client’s lives. I like to build good long term relationships with my clients by earning their trust. Knowing that I am there looking out for their interests and their future gives my clients peace of mind and that allows them to focus more on the fun side of life. If you are looking for some guidance in a no-pressure environment, I’d be pleased to meet with you." 

"The future belongs to those who believe in the beauty of their dreams." Eleanor Roosevelt. 

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.