Brandy M. Reichert, Cfp® Email & Phone Number

Before launching Upland Private Wealth in 2022 as an independent advisory firm, I served as a Financial Advisor with Edward Jones for more than 12 years. During that time, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in order to better serve my clients.Using a disciplined process, I build personalized financial strategies for my clients that are designed to help them achieve their individual financial goals. I take the time to truly listen to my clients and construct measurable objectives tailored to their circumstances and aspirations. Once the strategies are implemented, I maintain consistent contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with each client’s CPA, attorney and other professionals.I am proud to serve a wide variety of clients whose goals range from growing wealth to saving for higher education expenses to planning and living a successful retirement. I regularly work with multigenerational families to develop unique strategies of wealth transfer. Many of my clients are also business owners with whom I create strategies to help with business succession, asset growth and tax reduction.As a dedicated financial partner, I work tirelessly to help my clients achieve their goals. I empower them to feel engaged and in control of their personal finances. For me, there is no greater joy than helping a client find confidence and freedom in their financial future.I earned a Bachelor’s of Business Administration degree at Montana State University-Bozeman, with a focus on Marketing and Economics.Outside of work, I enjoy spending time outdoors with my husband, my toddler daughter and our friends. I especially enjoy skiing, running, golfing and gardening. My interests also include delicious food, wine and travelling.

Listed skills include Retirement Planning, Estate Considerations, Life Insurance, Long Term Care Insurance, and 12 others.

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  Montana State University-Bozeman

  Marketing, Economics