|Brandi joined the firm in May of 2007 bringing twenty-five years of banking and management experience in the areas of client service, auditing, accounting, and trust and estate administration. Brandi’s analytical and organized style enables her to effectively communicate complex concepts to clients.
COMMUNITY SERVICE & ACTIVITIES
After completing her first career in banking, Brandi made the decision to begin a second career with JGUA where she could focus on helping families achieve their financial goals. As a result of Brandi’s background as an Audit Manager and Senior Trust Officer, she has a keen eye for detail and a vast array of knowledge which are natural complements to the firm’s holistic and coordinated approach to the financial planning process.
AREAS OF CLIENT SERVICE
|Brandi B. Graham, CFP®