Brenna serves as a Wealth Manager, working directly with clients to develop and implement a strategy to address their financial, investment, tax and estate planning needs.
Brenna has been featured in ‘Barron’s as one of the ‘Top 100 Women Advisors’ (2019 & 2020*) and as one of the ‘Top 100 Independent Wealth Advisors in America’ (2018, 2019 & 2020*). She is also listed in Working Mother magazine’s ‘Top Wealth Advisor Moms’ (2020*) and in Forbes as a ‘Best-In-State Wealth Advisor’ (2021*). In 2011, she was selected as one of Ingram’s “‘40 Under Forty’” honorees. The list recognizes the most accomplished business and community leaders in the Kansas City region under 40 years of age. Brenna was also recognized by KC Business Magazine as one of their 2013 Rising Stars, an award recognizing male and female business leaders in the Kansas City community who are younger than 40.
Brenna attended Rockhurst University on scholarship, where she graduated summa cum laude with a major in Finance. She received a Gould Undergraduate Scholarship for her research regarding closed end mutual funds.
Brenna received her Master’s in Business Administration from Rockhurst University, and has her Certified Financial Planner™ designation.
Prior to joining Creative Planning, Brenna was a senior analyst at a registered investment advisor serving high-net worth clients.
*See all Creative Planning disclosures and sources.