Brenda joined United Financial Services in 2011. She brings a wealth of experience and knowledge to her role as financial advisor. With 27 years in the financial services industry she uses a comprehensive client focused approach to financial planning ensuring that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Helping people, whether it’s planning for retirement, college planning or succession planning is truly Brenda’s passion.
Brenda’s professional credentials include FINRA series 6, 7,63,26,9,10 and 66 securities licenses. She also holds New York State Life, Health/Accident & Annuities Licenses and the New York State Partnership plan for Long Term Care Insurance Certification.