Brandi Adams

Brandi Adams graduated from Texas A&M University, where she received her Bachelor of Business Administration in Accounting and a Master of Financial Management.

Brandi started her career at KPMG in the Asset Management group, gaining experience preparing and reviewing tax returns and K-1s for investors. Since joining CWA in 2022, she has been committed to helping clients develop thoughtful and detailed financial plans that align with their goals, while also serving in leadership roles within the firm.

“The best part about my job is walking alongside clients as they navigate not only their financial plans, but also the milestones of their personal and professional lives. It is inspiring to help them achieve both short- and long-term goals and to be a trusted resource when they need guidance.” 

She is a Certified Public Accountant and Investment Advisor Representative. Outside of work, Brandi and her husband, Jake, are active in their local church, enjoy traveling, and spending time with their golden retriever, Ellie. They will be welcoming their first child in March 2026.