Brandi Harvey

Practice Management

Practice Management Coach

Ph: 248.218.1274

Link to Coaching Card

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.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

Meet Our Team