Client Servicing Specialist
Brianna is passionate about building relationships and helping others feel confident as they prepare for retirement. She enjoys making a meaningful difference as she helps coordinate documentation, answer questions, and assist families and individuals as they transition into retirement.
Prior to joining the team, Brianna spent about ten years working in the post-foreclosure space, where she helped guide properties toward new purpose through community partnerships. She also served in a role focused on internal communications, as well as onboarding and offboarding coordination. Working in sensitive financial situations strengthened her empathy, attention to detail, and ability to clearly explain processes, skills that translate well into her role on the Client Servicing Team.
Family is incredibly important to Brianna. Her parents still live in the home she grew up in, and she enjoys visiting often — especially during Survivor season, when they watch and discuss each episode together. She is a proud aunt to four nieces and nephews: Hunter, Coleson, Elle, and Lane, and cherishes creating experiences with each of them. Instead of traditional gifts, Brianna plans one-on-one adventures for birthdays and Christmas, ranging from theatre performances and sporting events to Disney on Ice and Monster Jam.
Outside of work, Brianna is an avid reader who is building her own personal library. With more than 300 books and counting, she’s well on her way toward her goal of 1,000 — a milestone she considers a true library.