Broker Check
Brenda Ramsey, CPA, CFP®, CWS®, RICP®

Brenda Ramsey, CPA, CFP®, CWS®, RICP®

Partner/Wealth Management Advisor

463-800-9102

brenda.r@artisticstrategies.com

Brenda Ramsey has been dedicated to helping clients navigate their financial lives with clarity and confidence since joining Brunette and Associates, LLC (now Artistic Strategies) in 2004. She is known for providing exceptional client service and thoughtful financial guidance tailored to each client’s unique goals and circumstances.

Brenda has developed expertise in equity compensation planning, including Employee Stock Purchase Plans (ESPPs), Non-Qualified Stock Options, and Restricted Stock Awards. Her in-depth understanding of these complex compensation structures allows her to help clients incorporate them into a coordinated financial strategy.

Brenda works closely with clients to develop personalized wealth strategies designed to help them pursue their financial and personal goals. Her planning process focuses on identifying what matters most to each client and building strategies intended to help them reach those goals in a tax-efficient manner—whether they are accumulating wealth, preparing for retirement, or developing a sustainable distribution strategy to support their lifestyle and legacy objectives.

Brenda is securities registered and insurance licensed in multiple states. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Public Accountant (CPA), a Certified Wealth Strategist® (CWS®) professional, and holds the Retirement Income Certified Professional® (RICP®) designation. The CFP® certification signifies that an individual has met the education, examination, experience, and ethics standards established by the CFP Board. The CWS® designation is awarded by Cannon Financial Institute to individuals who successfully complete its certification and ongoing professional requirements.

Brenda earned both her Bachelor of Arts and Master’s degree in Accounting from Manchester College. She spent the first eleven years of her career as a corporate accountant, an experience that continues to shape her disciplined, tax-aware approach to financial planning.

Brenda resides in New Palestine, Indiana. In her spare time, she enjoys volunteering at her church, playing golf, reading, and attending sporting events.