Brenda Swanson

Brenda’s ability to streamline the new account process for our clients is unparalleled. With over ten years of financial services experience, she manages the paperwork involved in opening new accounts and transferring assets with remarkable efficiency and sharp attention to detail. With complete confidence that those details are in order, our Advisors are free to maximize their time with each client. She enjoys spending her free time with her husband, their two children, and their golden retriever, Scooby.

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