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Brandi Luna

Client Service Associate
Brandi is responsible for maintaining client accounts, administrative functions, and relationships for KPM Wealth Advisors.
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PRACTICE EMPHASIS

  • Account opening & maintenance
  • Client request management
  • Client relationship support

EDUCATION

  • B.S. degree in Business Management, Missouri State University
  • Participates in 20+ hours of CPE annually

COMMUNITY INVOLVEMENT

  • United Way of the Ozarks, Day of Caring Volunteer
  • Springfield Ballet, Former Board Member
  • Cents of Pride, Volunteer

SIGNATURE STRENGTHS

Responsibility | Input | Learner | Harmony | Restorative

Brandi Luna

Client Service Associate

Services:

Wealth Management

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