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Brenda McDonald, Non Registered Client Services Liason

Brenda is our dedicated Non-Registered Client Services Liaison, ensuring that your inquiries are promptly directed to the appropriate team members. She expertly manages and organizes client meetings, fostering a warm and welcoming environment while proactively enhancing client experiences.

In her role, Brenda efficiently greets and assists clients, manages phone calls, and supports office operations alongside our Operations Manager. With a wealth of financial services experience, she previously served at American Fidelity Assurance Company, collaborating with various departments on tasks such as processing daily cash sheets, general ledgers, and financial transactions.

Outside of work, Brenda enjoys spending quality time with her family, attending live music events, dancing, and watching movies. Her passion for creating a welcoming atmosphere extends to her home, where she frequently hosts delightful cookouts that bring together loved ones of all ages.

Brenda and her husband Earnest McDonald, both graduates of Oklahoma City's Northeast High School, reconnected at their 40th class reunion. Earnest, now retired from two previous positions, continues to make a difference in his community as a bus driver for Oklahoma City Public Schools. Together, Brenda and Earnest have a blended family of one son, eight stepchildren, and seven grandchildren.