Meet the Team: Brandy Cumberledge

In her role as a Financial Advisor, Brandy is committed to helping each client feel confident about what matters most in their lives their family, dreams and long-term goals. She believes financial planning is about far more than managing money; it’s about stewarding the people, priorities and purpose behind it. Brandy wants her clients to live life to the fullest, knowing their financial strategy is thoughtfully designed and carefully managed with their best interests at heart.

With 26 years of experience in the financial services industry, Brandy brings deep knowledge, stability and perspective to her clients. Over the course of her career, she has guided individuals and families through changing markets, life transitions and evolving financial goals, always with a steady and personalized approach.

A Fort Worth native, Brandy is the proud mother of two sons, Tyler and Carter, both veterans of the United States military. Tyler served in the U.S. Army, earned his finance degree from the University of North Texas and is now married and working as a personal banker. Carter served in the U.S. Air Force, is married and is finishing his finance degree at Texas Christian University. He plans to pursue a career as a wealth advisor, continuing the family’s passion for serving others through financial guidance.

Outside of work, Brandy is passionate about travel and spending time outdoors. She treasures time with her family and is deeply grateful for the opportunity to serve the families who place their trust in her.