Brenda Winn is a seasoned professional with extensive experience in client relationship management and financial services. Currently serving as Client Relationship Manager and previously as Senior Client Relationship Associate at EP Wealth Advisors since October 2020, Brenda has effectively supported high net worth clients in building investment portfolios and achieving financial goals. Prior roles include Investment Advisor Representative at The Insight Group, Inc., and significant positions in educational administration and financial management, including Chief Financial Officer at SportAmerica/AthleticQuest. Brenda's career also encompasses administrative support in school districts and experience as a Co-Owner & Manager at Bassett Construction, Inc., showcasing a diverse background in client relations, financial oversight, and operational coordination.
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