Wealth Designed. Life Defined.

About Brandi

Brandi has a respectful and courteous demeanor and strives to make every client interaction pleasant in her role as our Client Relationship Associate. Her organizational skills and friendly personality make her a valuable member of the Carson Wealth team.

A veteran of customer service within the financial services industry, Brandi has years of experience in assisting clients and advisors to help make every day a little easier for everyone. She also has an educational history rich with classes focused on interpersonal skills.

When not in the office, Brandi enjoys the great outdoors with hiking, fishing and camping. Born and raised in Minnesota, she has a passion for fishing that started in childhood and followed her into adulthood. She also enjoys refurbishing furniture and spent time as a professional stylist.

Favorite food:

Anything with red sauce (i.e. pasta)

Best piece of financial advice received:

Do not spend more than what you have.

Favorite quote:

Be kind to everyone.

If I could meet anyone, past or present, it would be:

My mom’s dad (my grandpa)

Hidden talent:

Turning a piece of furniture into art.

Favorite book:

Greg Isles books

Favorite movie or TV show:

Remember the Titans

What motivates me:

Helping others

Favorite holiday:

Thanksgiving

Something on my bucket list:

Boat down the entire Mississippi

Place I’d most like to visit:

The west Coast

My biggest accomplishment:

Starting my own business as a stylist.

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