Highly credentialed, educated,
and experienced.​
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Our Team
Breanna Stott, MBA, CFP®
Founder, CEO
I started working in financial services in 2005 because of my passion for financial markets and helping people. Being relatively young in the business, I understood and worked well with tech founders, entertainers and athletes in the Los Angeles area. Throughout my career I've helped well known tech companies from initial seed capital through IPO or acquisition, resulting in liquidity events ranging from $30,000,000 to over $1 billion. The clients that I’ve worked with have gone on to win Grammy Awards and have played in the World Series.
Nearly 14 years after I started my career in financial services, I founded Finwell because I knew that we as an industry could do better. We do better by being unbiased in our recommendations, financial planning and advising. We do better by having transparent, fair pricing. And we do better by caring about our clients, their families and their success. Finwell has been helping individuals since 2017 and we are excited to become one of the most trusted firms in wealth management.
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Araceli Ruelas
Wealth Associate
I have been working in financial services since 2003 with some of the largest banks in the country, where I met Breanna in 2008. I have enjoyed building lifelong relationships with clients in a collaborative team environment, helping them with day to day financial needs around lending, banking, business management and accounting. Before joining Finwell, I worked with some of Hollywood's most reputable business managers, serving the specialty market of entertainment. I have recently relocated to Nashville, TN (originally from Southern California) to support the Finwell team and grow our firm.
Dallas Jackson, CRPC
Wealth Advisor
Dallas Jackson has been working in wealth management for almost 10 years. He joined Finwell in 2023 to be able to advise his clients holistically and from the fiduciary standard. Prior to joining Finwell, Dallas worked at Merrill Lynch and Fidelity Investments as a Financial Advisor. As a serial entrepreneur himself, Dallas has become a go to Wealth Advisor to entrepreneurs and their families. His holistic approach allows him to provide practical advice on a client's entire balance sheet. He has his bachelors degree from Florida State University and is a Chartered Retirement Planning Counselor®.
Tim Watson
Tech Advisor
After graduating from Purdue University, I began exploring entrepreneurial pursuits in the software industry. I have been involved in launching several tech startups in Santa Monica, CA, and currently serve as CTO for Intro, a venture backed startup.
I lead Finwell from a technology perspective to ensure that our advisors and clients have a seamless tech experience that helps them navigate their complex financial lives.
Advisory Board
Amy Towner,
MBA
Lead Advisor
As Co-Founder and CEO of Health Care Foundation for Ventura County (HCFVC), Amy leads strategic public and private engagement for the public safety-net system, Ventura County Health Care Agency (HCA). Prior to HCFVC success, Amy launched her career as a serial entrepreneur and an award-winning supporter of businesswomen in finance.
Yvette Stott,
Ph. D, MBA
Strategic Advisor, Financial Education
Yvette has over 17 years of experience in resource allocation, customer relationship management, and strategy implementation. Cross-functional teams and strategic alliances are her specialty. Yvette's expertise and passion for education drives her to make an impact through community volunteering and financial literacy.
Colbie Caillat
Investor, Branding Advisor
In addition to her successful music career, two-time Grammy Award winning singer-songwriter Colbie Caillat is an avowed spokesperson for causes close to her. She supports the ASPCA, Surfrider Foundation, Save The Music, Farm Sanctuary, The Humane Society of the United States, and trustworthy, tailored financial planning for entertainers.
Nerre Shuriah,
J.D., LL.M, CEPA™
Strategic Advisor
As SVP, Director of Wealth Planning at First Citizens Bank, Nerre is responsible for the creation and support of client-centered, advice-based Wealth Planning capabilities and culture. She has over 25 years of planning and leadership experience via a variety of other tax, estate planning and management roles.
Eric Fulton
Investor, Strategic Advisor
As Founder and Managing Partner of Fulton Management, Eric leverages over 20 years of experience to serve the professional and creative needs of top artists, athletes, actors, directors, and businesspeople in the entertainment industry.
