Providing personalized financial guidance to clients, Brandi helps them build, manage and protect their assets. As a Fiduciary Advisor, she is responsible for assessing portfolios, identifying opportunities for diversification and aligning investment strategies with long-term goals. Brandi also conducts financial reviews, monitors market trends and recommends tailored solutions across retirement planning, estate strategies and tax efficiency.
With a philosophy centered on building genuine, long-term relationships rooted in trust, transparency and personalized guidance, Brandi helps clients navigate their financial journey with clarity and confidence. With over a decade of financial experience, she is well-versed in multiple aspects of the industry. Beginning her career as a teller, Brandi worked her way up to a Financial Sales Consultant with PNC Bank. In 2018, she joined Busey Bank as a Universal Banker and moved into the role of Branch Manager two years later. Brandi transitioned to Busey Wealth Management in 2022, bringing a comprehensive, client-focused approach to financial planning and asset management.
A Certified Trust and Fiduciary Advisor (CTFA) and Wealth Management SpecialistTM (WMSTM), Brandi attended Trust School at Cambell University and earned her Accredited Trust Fiduciary Advisor certification (ATFA). She is a member of the Estate Planning Council and a Board member of the Lee County Sheriff’s Youth Activity League.
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