Through wealth advisory and education, Brianna strives to connect with clients on a deeper, personal level to help them better understand their full financial picture so they can grow and protect their assets through every stage of life. By translating complex concepts into smaller manageable action steps, she can help individuals and families better understand how to plan for retirement more effectively.
Also, as a 3(38) plan financial advisor and Director of Retirement Plans, she manages the investment decisions of a retirement plan acting in the best interests of the plan participants and beneficiaries. Prior to joining our firm, Brianna spent 5+ years with the Gwynedd Company.
Brianna and her husband enjoy spending time with their daughters and their dogs, Dublin and Zoe. She is also an avid traveler, with some of her favorite destinations including Portugal, Thailand, Italy, and Ireland.
Professional Credentials
Chartered Retirement Plan Specialist, CRPS®
Certified Plan Fiduciary Advisor, CPFA®
Education
West Virginia University, BA, Political Science
Community Leadership
Girls on the Run Southeastern PA, Young Professional, Board Member
The Giving Tree, Board Member
Women in Investing Network (WIN), Member
