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Brenna Stewart, MBA, CFP®
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Brenna serves as a wealth manager, working directly with clients
to develop and implement a strategy to address their financial,
investment, tax and estate planning needs.
Brenna attended Rockhurst University on scholarship, where she
graduated summa cum laude with a major in Finance. She received
a Gould Undergraduate Scholarship for her research regarding
closed end mutual funds.
Brenna received her Masters in Business Administration from
Rockhurst University, and has her Certified Financial Planner
designation.
Prior to joining Creative Planning, Brenna was a senior analyst
at a registered investment advisor serving high-net worth
clients.
Brenna is married to Dawson and has a daughter and a son. In her
spare time, she enjoys reading, cooking, sewing and spending
time with family and friends. |
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