Breanna is a Certified Financial Planner™ and a Wealth Strategist. She has over 15 years of experience in financial services, including business lending, residential lending, private lending, investment management, and financial planning for high networth individuals. Her experience stems from working with those who accumulated wealth in Tech, Entertainment and Business. When working with you, she will seek to understand your family dynamics and legacy goals, so she can advise you in a meaningful way.
On the weekends, you can find Bre enjoying live music in the company of good friends with good wine or being active outdoors.
Head of Wealth Management
Dominique is a Certified Financial Planner™ and a Chartered Financial Analyst & Credit Expert. She serves as the Head of Wealth Management with Finwell, and has over 12 years of experience in the financial services industry. She has been featured in Financial Advisor Magazine 2018 Ten Young Advisors To Watch, and she’s actively involved in the Association of African American Financial Advisors. When working with you, she will help you establish a personalized risk profile and apply it to both your financial plan and investment strategy.
On the weekends, you can find Dom hiking the trails followed by a bowl of Ramen and her favorite Netflix original.
Manager, Financial Wellness
Will is a Certified Financial Planner™ and serves as both Financial Wellness Manager and Financial Planner with Finwell. Along with a degree in Trust and Wealth Management from Campbell University, he has several years of experience conducting financial planning analysis for both individuals and families across the wealth spectrum. When working with you, Will likes to draw from real life scenarios to help you better understand the choices available to you, the importance of a budget and strategies to help you stick to your plan.
On the weekends, you can find Will by the water or on the trails with his dog Kaiser and a cold beverage.