Brenda knows the level of care and attention to detail it takes to successfully support a firm like Westmark. Her day usually consists of maintaining contact with clients, providing and obtaining updated information for them, assisting with account paperwork, troubleshooting problems, and providing support to fulfill the clients’ needs.
In her role, she strives to exceed the expectations of the firm’s clientele through relationship development and the delivery of superior customer service. She serves as the liaison between our clients and our financial advisors and gets excited about helping individuals with all of their financial needs.
She has a Bachelor’s Degree from Arizona State University and worked in Physical Therapy prior to joining the team. When she’s not in the office, Brenda loves hanging out with her dogs Sebastian and Lucille, cooking, and gardening.