Brandy Shuman
OPERATIONS MANAGER
Brandy quickly made her mark in training Financial Advisors in how to utilize industry-leading financial planning software with Retirement Analyzer by Thomas Gold Solutions. As a graduate of Lewis-Clark State College with a degree in Elementary Education, she has a gift in teaching complex financial analysis and reporting to the clients of the firm.
Brandy is working toward earning her Series 65 – Uniform Investment Adviser Law Exam License. She holds the Arizona Life and Health Insurance Producers License.
Brandy enjoys traveling to Rodeo competitions with her husband Travis and their two daughters Rannyn and Rylee.
