“Our clients are important to us. I enjoy taking care of them as if they were family.”
As client service coordinator, Brandi assists the McCormack team in meeting the needs of clients including money movement requests, maintaining new and existing client accounts, scheduling client review appointments, and meeting preparation.
Brandi and her husband, Jeff, live in Bluff Park with their two kids, Jack and Anna, and a dog named Sally. In her spare time, Brandi enjoys traveling and being involved in the kids’ activities.