Brenda Conley

Client Service Coordinator
Brenda is our Client Service Coordinator where she maintains our records database, prepares information for our clients Required Minimum Distribution and works on many other projects within the office.

Brenda started her career in 1998 and joined our practice in 2009 when the advisor she was working with retired. Brenda comes to us with a Bachelor of Art in Business Education and has over 25 years of customer service experience.

Brenda resides in Loveland and enjoys hopping on the Loveland Bike Trail with her friends, playing Pickleball and traveling to see family. She adores her nieces and nephews and their children. You may find Brenda at church assisting with the audio visual at Blanchester Church of the Nazarene.

4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Click here for Valmark Customer Relationship Summary.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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