Brenna Johnson

Brenna Johnson

Wealth Advisor

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. 

Profession:

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

Interests:

  • Fishing
  • Archery
  • Supporting her kids’ activities