Email: [email protected]
Breanna is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Wealth Advisor with Copper Leaf Financial. She has a Bachelor of Science in Business and Master of Business Administration (MBA) with a concentration in entrepreneurship from Bellevue University. She started her career path in business and technology education and has spent the last several years in the financial services industry.
Breanna’s experience building meaningful client relationships in both large- and small-sized company settings has ignited her passion for taking the time to understand her client’s goals and lifestyles so that she can provide the best service possible. She enjoys working with clients at different stages of their life and guiding them through transitions – young people who are building wealth as well as more mature people preparing for retirement.
Breanna leads Copper Leaf’s 401(k) team, serving business clients with comprehensive company retirement planning. She works closely with business clients to help them educate their employees and work towards retaining their top talent.
Breanna grew up in the Adirondacks but spent 10 years in the Carolinas with her husband, Jon, while he was in the military. Her passion for the outdoors and being an avid snowboarder brought her back to Vermont where she spent much of her childhood. She currently resides in Monkton with Jon and their three children, Abigail, Jackson, and Theodore, two rescue dogs Odin and Charlie and rescue cat Furby.