Breana Ammon

Senior Associate

Raleigh

Client Advisory

Biography

Breana (Bree) Ammon is a Tax Advisor based in the Raleigh office, and is remotely located in Pittsburgh, PA. With over 8 years of experience, she is a passionate member of the tax team and provides tax planning, compliance, and strategic tax-wealth opportunity analysis for her clients.

Prior to joining Cerity Partners, Bree served as a Tax Advisor for Cook Wealth LLP, which merged with Cerity Partners in March 2025. However, she spent most of her career in the public accounting space, working for large, regional Pittsburgh public accounting firm, Sisterson & Co. LLP, as well as some other family public accounting offices and national firm, BDO. Her greatest strength lies in high-net-worth individuals, while her experience ranges from businesses including partnerships, s-corporations, and corporations, as well as not-for-profits, estates, and trusts.

In her spare time, Bree enjoys playing golf, visiting breweries, and being on her boat with her husband, Dom in Pittsburgh, PA. She also enjoys playing tennis, which she played at both high school and collegiate level, and her new hobby of line dancing.

Education

  • B.S. in Accounting, with minors in Mathematics and Operational Excellence from Saint Vincent College

Highlights

  • Pennsylvania Institute of Certified Public Accountants (PICPA) – 2024-2026 State Council Member
  • Pennsylvania Institute of Certified Public Accountants (PICPA) – 2022-2024 Foundation Board Member
  • American Institute of Certified Public Accountants (AICPA) – 2022 Leadership Academy Graduate
  • Pennsylvania Institute of Certified Public Accountants (PICPA) – 2021 Young Leader Award Recipient

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