Brandi Wales

Executive Assistant

Brandi Wales joined our team in April of 2006 and has proven to be a true asset to our Financial Services Team. Brandi provides the financial planners with administrative and client service support. She is a graduate of St. Lawrence College, Office Administration.

Brandi brings seven years of experience in customer service and administration to our office. During those years she was employed by a major national corporation where she trained, supervised, and provided team support to new customer service agents.