Meet The Team
As a client of Money Wise LLC we encourage you to visit with us throughout the year. By meeting with us we can review and manage your tax obligations prior to the start of tax season. Furthermore we will ensure that we are optimizing your financial needs.
Master Tax Advisor
Brandi has a BA in Accounting from Michigan State University, as well as a MBA from Walsh College. She has been involved in the financial services industry since 2001.
Additionally, she has a long history of working with individuals as well as public and private companies in a variety of industries. She ensures compliance with financial regulations, while building relationships so that every client receives the maximum value results with all accounting matters.
Brandi founded MoneyWise LLC in 2001 to provide high-quality, timely accounting and tax services. Brandi strives to uphold the highest standard of professionalism, customer service and ethics. Her areas of specialty include income tax planning and preparation, life insurance and notary.
She is a Licensed Life Insurance Agent in Michigan. As well as an Direct Endorsement FHA Mortgage Underwriter.