Brandi Harvey

Practice Management

Practice Management Coach

Ph: 248.218.1274

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Brandi is responsible for the day to day operations of the Practice Management department. Her responsibilities include leading the team, conducting meetings with Financial Advisors and their teams, and new client implementation. Brandi has acquired her series 7, 66, and Life and Health Insurance Licenses. She attended Adrian College pursuant to a degree in Elementary Education, Mathematics and Psychology. In her spare time, Brandi enjoys spending time outdoors, geocaching, gardening, baking and preserving the harvest.