Brett has been leading NB Wealth Management's clients to financial success since joining the company in 2006. As your financial advisor, Brett draws on 25 years of experience in consumer banking, mortgage lending, and investment management to bring a comprehensive, multi-layered approach to your financial planning and investment needs. Brett holds life, health, and annuity insurance licenses as well as Series 6, 7, 63, and 65 securities licenses.
Investment Sales Assistant
Candi has been providing expert, personalized service for our clients since 2014. Candi earned her associates degree in Business Management from New River Community College and was a Bank Teller at National Bank of Blacksburg from 2011 to 2014 before joining NB Wealth Management. Candi holds both life and annuity insurance licenses.
Investment Office Assistant
Amanda is the newest member of our team having joined as Investment Office Assistant in September 2022. Previously Amanda worked for National Bank of Blacksburg, where she started as a Bank Teller in 2011. She went on to serve as a Customer Assistance Representative and Branch Head Teller at the bank before joining NB Wealth Management.