Brenda Shaw

Team

About

Brenda Shaw

Client Relationship Manager

Throughout her career in financial services, Brenda has utilized her compassion, attention to detail, and dependable nature to ensure clients receive the dedicated service they deserve. She approaches each request or question with a positive attitude and conscientious manner, greatly assisting our financial advisors by preparing reports, processing documents, and handling administrative duties. Brenda enjoys fostering close relationships with the families and individuals we serve, ensuring they receive the highest level of attention and support.

Before joining our team in November 2022, Brenda was a Branch Office Administrator and Operations Manager at Edward Jones. She holds a bachelor’s degree in Accountancy from California State University, Sacramento, is a Certified Payroll Professional, and a member of both the local SacValley and the national APA chapters.

Education and Credentials

  • Bachelor’s degree in Accountancy from California State University, Sacramento
  • Certified Payroll Professional
  • Member of SacValley and national APA chapters

Personal Life and Hobbies

  • Lives in Roseville with her husband, Dave, and children, Logan, Samuel, Audrey, and Olivia
  • Enjoys hiking, exploring the outdoors, bicycling, and crafting