Client Advisory

Biography

Breanna is an Associate in the Elizabethtown office, where she works alongside the tax team to ensure that the client experience is top-notch from the beginning to the end of the tax return process. She completes administrative tasks such as updating client information in all relative systems and assembling and delivering tax returns to business and individual clients. Additionally, Breanna works with the Business Advisory Services team to ensure timely delivery of business advisory projects.

Prior to joining Cerity Partners, Breanna served on the Client Experience Team at ARGI Financial Group. Before ARGI, she worked in various customer relations and service roles.

In her free time, Breanna enjoys serving as a member of the Valley Creek Baptist Church praise team and taking road trips with her family.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.