Brandi joined HB Wealth in January 2025 after working with WMS Partners. She has worked as a Controller in the Private Funds Department since 2007. She is responsible for the accounting and financial reporting for both private equity and private income funds.
Before joining the firm, Brandi spent several years at Legg Mason in the finance department working with both the Mutual Fund and Investment Banking teams. She started her career as an accountant in the Commercial Real Estate Industry at the regional firm of MacKenzie Commercial Real Estate, and later at global commercial real estate company, Jones Lang LaSalle.
Brandi has served on the firm’s charitable committee for several years, coordinating employee volunteer outings to local Maryland charities such as First Fruits Farm, the Ulman Foundation, and Project Hunger.
Brandi earned her Bachelor of Science degree in Business Administration and Accounting from Milligan College in Tennessee and has completed graduate coursework at Johns Hopkins University in Marketing. She is a Certified Public Accountant (CPA).
Brandi enjoys playing tennis, gardening, hiking, and traveling to new places with her husband and two daughters.