Brenda Avalos is the Director of Client Relationships and Onboarding Specialist at Legacy Roots Wealth Management, where she serves as one of the first points of contact for new clients beginning their financial journey. Brenda is responsible for guiding clients through the onboarding process, assisting with applications, account transfers, and ensuring every new relationship begins with clarity, care, and confidence.
Brenda began her career with the firm in 2009 and earned her life insurance license in 2014. Her background in the medical field instilled a strong sense of empathy, attentiveness, and service—qualities that naturally aligned with the firm’s client-first philosophy. Early in her tenure, a chance meeting with founder Hugh Ruggieri reinforced that she had found a professional home rooted in compassion, understanding, and long-term relationships.
Guided by the belief that “counting our blessings is better than recounting our problems,” Brenda approaches her work with gratitude and empathy. She takes pride not only in managing the technical aspects of onboarding, but in truly listening to each client’s story and supporting plans that reflect their goals, values, and dreams.
Brenda has been happily married for 30 years and is the proud mother of three children and grandmother to two energetic grandchildren. Outside the office, she enjoys spending time with family, traveling, hiking, and sightseeing—especially in Mexico, with Cancún and Cabo among her favorite destinations.