Client Relationship & Onboarding Specialist
Brenda came to Ruggieri Financial & Insurance Services Inc. in 2009 to work as their receptionist. With the firm's backing, she earned her life insurance license in 2014 and is now the Client Relationship Manager and Onboarding Specialist.
Brenda came from the medical industry working with patients but wanted to be part of a team whose values mirrored her beliefs: caring, understanding, and thoughtfulness. A chance meeting put Brenda in touch with Hugh Ruggieri, the firm's founder, and as part of the team, she has dedicated her career to learning the industry and building long-lasting relationships with each client.
"Counting our blessings is better than recounting our problems," for Brenda, this means being forever grateful for each opportunity to help every client that walks through the firm's doors.
Brenda treats clients like family and meets with each one, handling annual reviews, assisting with new business transaction applications, servicing contracts, preparing all necessary paperwork, and addressing other client updates. She knows that processing a client's paperwork isn't nearly as valuable as listening to every story and then helping them create a financial plan that intertwines their needs, goals, and dreams.
Brenda has been married for more than 26 years to the most understanding and supportive husband imaginable. They have three beautiful children (Kristin, Alissa, and Carlos), one fast-growing grandchild, and three adorable dogs to round out her loving family. She enjoys traveling, hiking, sightseeing, and her favorite place to travel is Mexico—especially Cancun and Cabo for the warm weather.