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Brianna is a Financial Advisor serving individuals and families by helping to preserve and build assets through comprehensive financial strategies.
Brianna joined First Investments & Planning in 2014 and holds Series 7 & 66 securities registrations along with Life, Health, Long Term Care insurance licenses. Brianna earned her Bachelor’s degree from Huntington University in 2010.
Her planning process takes into consideration a person’s whole financial journey, including retirement planning and social security, income planning and tax strategies, & insurance and portfolio construction.
Brianna serves as a member of the DeKalb Rotary and on the board of the DeKalb County Youth Service Bureau. She loves good food, wine and spending time with her family. She is most proud of her two sons, Skyler and Oliver who never cease to light up her world. When she has a free day, she likes to sit down with a Ted Dekker book and a strong cup of coffee.
She likes to listen to others’ travel anecdotes. She and her husband, Matt, have a long list of places they’d like to go and learn from people and their different cultures. Combined, their travel wish list reaches every continent
(minus Antarctica). They first got the travel bug when they visited Malawi, Africa, in 2003.
511 W State Street
Sycamore, IL 60178
355 S. Division St
Harvard, IL 60033
677 E Grant Highway
Marengo, IL 60152
11700 S. IL route 47
Huntley, IL 60142
2100 W Algonquin Rd
Lake in the Hills, IL 60156
I empower financial decisions so that I can help clients live a full and meaningful life.