Brandy Branstetter, CFP®

Brandy Branstetter, CFP®

Principal—Wealth Advisor

I once read that to find the work you were meant to do, you must satisfy three things: doing something you’re good at, feeling appreciated, and believing your work is making people’s lives better. I can truly say that as a financial planner and co-founder of Beyond Wealth, I have found my calling. My mission as a CERTIFIED FINANCIAL PLANNER™ is to empower my clients to take control of their financial lives by providing the guidance and education they need to make important financial decisions with confidence.

I started my career in finance in 2005 and over the course of the last 14 years have been dedicated to continually learning everything I can about ways to help my clients achieve amazing things with their money. Early in my career, I was discouraged by the lack of engagement with our female clients. I decided I wanted to do something about it! I am passionate about working with female professionals, executives, and entrepreneurs, giving them the opportunity to fully engage with a trusted advisor who is as enthusiastic as they are about achieving their goals. Together with Andrew, we are committed to forging a long-lasting relationship with you and walking with you on your journey toward financial independence.

When I’m not at the office, I enjoy spending time with my husband, Jon, and two kids, Alexa and Ethan. When we are not chauffeuring our children to sports and activities, my husband and I enjoy playing golf and love all forms of live entertainment—anything from rock concerts to Broadway musicals. I’m a major sport junky and especially love watching Oklahoma Sooner football along with our beloved Kanas City Chiefs. My lifelong dream is to live on the beach someday, but until then, I enjoy exploring new vacation destinations with my family whenever we can.

If you’re looking for a wealth advisor in Kansas City who will work collaboratively with you and leaves you excited about the possibilities of your future, I’m your woman! Reach out to me anytime.

Education and Designations

  • CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards

  • BSBA, Finance, University of Tulsa

Memberships

  • Member, The Central Exchange