Brenna joined Investment Management in July of 2014. She is *Series 7 and *Series 66 licensed as an Investment Advisor Representative. She received her bachelor’s degree in Business Management with a Human Resource emphasis from the University of WI-Eau Claire, and has over 20 years of customer service experience, many of which were as a sales manager. Brenna and her husband, Dave, live in Fall Creek and have four children: Liam, Dane, Soren, and Sophie. They also have two cats and three dogs.
Investment Management Associates, Inc.
*Wealth Advisor (September 2018 – Present)
- Provide comprehensive financial services
- Help clients reach their personal financial goals through:
- Tax Planning
- Retirement Services
- Risk Planning
- Estate Planning
Investment Management Associates, Inc
Client Experience Specialist (July 2014 – September 2018)
- Coordinated client meetings and events
- Developed and maintained marketing efforts
- Managed Client Services
- Supporting her kids’ activities