BRUNETTE & ASSOCIATES - Key Persons

Brenda Ramsey

Job Titles:

Advisor
Partner / Wealth Management Advisor

Brenda Ramsey has been focused on providing outstanding customer service and guidance as it relates to clients' financial planning needs since joining Brunette and Associates, LLC, in 2004. She differentiates herself through her in-depth knowledge of Employee Stock Purchase Plans, Non-Qualified Stock Options and Restricted Stock Awards. Brenda is securities 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 has earned the Retirement Income Certified Professional (RICP®) designation. An individual who has earned the CFP® mark of distinction has met the education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards. Cannon Financial Institute Inc. owns the registered CWS logo in the U.S., which it awards to individuals who successfully complete the CWS ® Board of Standards initial and ongoing certification requirements. Brenda helps clients achieve their personal and financial goals by providing highly personalized and sophisticated investment advice that begins with a comprehensive wealth strategy. She will help you define what is most important to you and then formulate the strategies best suited to help you achieve your goals in a tax-efficient manner, whether you are in the process of accumulating wealth or in need of a distribution plan to realize your lifestyle and legacy goals. Brenda graduated from Manchester College with a Bachelor of Arts and a master's degree in accounting. Her experience working as an accountant for the first eleven years of her career, along with her passion for helping individuals, business executives, and small business owners pursue and achieve their financial goals, makes the financial planning industry a great fit for her. Brenda is a resident of New Palestine, Indiana. In her spare time, Brenda enjoys volunteering at her church, playing golf, reading, and attending sporting events.

Carrie Stark

Job Titles:

Administrative Assistant
Associate

Dan Brunette - CEO

Job Titles:

Advisor
CEO
Principal

Dan Brunette graduated with a Master of Business Administration from Northwestern University and was a top-ranked agent with Northwestern Mutual for over twenty-seven years before founding Brunette & Associates, LLC. He has been assisting people with their insurance and financial planning needs for 45 years. It is a point of great pride with Dan that he has built long-standing relationships by working with clients to truly understand their goals and needs and helping them work towards their future. Dan is securities and insurance licensed in multiple states nationwide. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds Retirement Income Certified Professional® (RICP®), Certified Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Advisor for Senior Living® (CASL®) designations. An individual who has earned the CFP® designation has met the education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards. He is also a Life and Qualifying Member of Million Dollar Round Table (MDRT) and a Qualifying Member of "Top of the Table," a group consisting of the top 300 life insurance underwriters in the world. The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Dan's areas of specialization include 401(k)s, Simple IRAs, pension and profit sharing plans, college savings, business planning (to include Buy/Sell agreements, key-person insurance, and deferred compensation programs), long-term and disability insurance, estate and end-of-life planning, and retirement projections. It is his life's mission to help people in the best ways he knows how. For Dan, that means providing financial planning advice to help our clients build toward their future.

David J. Harsh

Job Titles:

Advisor
Partner

David J Harsh joined Brunette & Associates, LLC as the Director of Operations in 2013 and is charged with the responsibility of managing the day-to-day operations for one of the top-producing branch offices of Cetera Advisors. Prior to joining Brunette & Associates, David worked as the Director of Advisory Operations at Investors Capital Corp in Boston. David has worked in the financial services industry for over 22 years and has extensive experience including portfolio management, regulatory compliance, and business development to name a few. David graduated from Butler University with a B.S. in International Business Management in 2000. When not working, David enjoys spending time with his amazing wife (Jenifer) and children (Dylan & Camdyn), traveling the globe, and coaching.

Emma Hesser

Job Titles:

Associate
Client Service Associate

Harrison Coleman

Job Titles:

Director of Retirement Plans

J. Bradley Stewart

Job Titles:

Advisor
Certified Financial Planner
Wealth Manager

Brad Stewart is a Wealth Manager and CFP (Certified Financial Planner™) Professional at Brunette. With over 22 years of industry experience, he primarily focuses on providing investment strategies and portfolio management services for high-net-worth individuals, executives of publicly-held companies, and small business owners. Brad has an understanding of the complex financial needs and the pressures his clients face as they pursue their careers. He provides his clients with a macro perspective to oversee the entirety of their financial picture, both personal and professional and works to craft suitable financial decisions on their behalf.

Jami Harstad

Job Titles:

Administrative Assistant

Janna Hinton - COO

Job Titles:

Advisor
Director of Operations

Jeremy Goodwin

Job Titles:

Associate
Client Service Associate

Jeremy Williams

Job Titles:

Associate
Client Service Associate

Jerry Romjue

Job Titles:

Advisor
CWS® Wealth Manager

Jerry is a financial advisor, a licensed CPA, and a Certified Wealth Strategist®. and he specializes in providing advice for tax-advantaged retirement planning strategies for owners of businesses and individuals. Jerry draws upon his work experience with one of the largest international accounting firms and companies ranging from a large international pharmaceutical company to smaller privately held businesses to provide advice to individuals and business owners. Jerry provides comprehensive financial planning advice to his clients by also recommending appropriate levels of insurance including life insurance, disability insurance, long-term care insurance, and insurance funded retirement plans for businesses. Jerry graduated from Indiana University with a degree in accounting and an MBA. This educational background along with his knowledge as a CPA and work experience allows Jerry to present optimal solutions to his clients to best meet their goals and objectives.

Joan Collier

Job Titles:

Associate
Scheduler

Joe Hudson

Job Titles:

Advisor

Joe graduated from DePaul University in Chicago, Ill. with a Bachelor's degree in Commerce. He currently holds Series 7, Series 63, and Series 65 securities registrations, as well as the Certified Wealth Strategist (CWS®) professional and Certified Financial Planner (CFP®) designations. After spending time working at the Chicago Board of Trade, Joe found his passions lie in long-term investing and financial planning. He first took an interest in learning about investments and planning for the future, and then started helping friends, then relatives, then co-workers. Before long, he'd made an entire career shift.

Jon Taylor

Job Titles:

Advisor
Partner / Wealth Management Advisor
Vice Chairman of the Emerging Leaders Board at St. Mary 's Child Center

Jon Taylor graduated from DePauw University in 2004. He joined Brunette & Associates, LLC in pursuit of working in a more entrepreneurial environment, so he would be able to work with clients on an individual basis. Jon has securities registrations and is insurance licensed in multiple states nationwide. As a boy, he witnessed how his uncle's financial planning and advice helped those around him, including his own family. He was also able to walk Jon through a college scholarship, including a few additional planning steps he wouldn't have known about were it not for the knowledge shared. "That's why I became a financial planner. I saw the positive impact my uncle had on other people's lives and I wanted to be a part of that." In his spare time, Jon is Vice Chairman of the Emerging Leaders Board at St. Mary's Child Center, a not-for-profit agency based in Indianapolis that offers early childhood programs. He balances his volunteer work with spending time with his wife Michelle and their dog Tillie. Jon is also an avid outdoorsman, regularly participating in hunting, fishing, and golf.