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Highly credentialed, educated,

and experienced.

Our Team

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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.

Investment News 40 Under 40 Award Recipient

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Araceli Ruelas

Executive Assistant 

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.

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George Burnette, J.D., CFP® 

Wealth Planner

As an estate planning attorney with a specialty in tax, I help Finwell's Private Wealth clients create meaningful legacies through complex estate planning and charitable gifting strategies.

With a decade of experience in both legal and financial services industries, I bring knowledge, professionalism and understanding of the financial landscape to my relationships. As an estate and charitable planning attorney I bring a deep understanding of both private practice and in-house planning processes. I am an experienced, knowledgeable and innovative advisor who helps clients do more with their assets and resources as they work to shape their future.

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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. 

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Advisory Board

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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.

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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.

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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.

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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.

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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.

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Hisham Hamadeh, Ph. D, MBA

Investor, Strategic Advisor

As Vice President, Global Head of Data Science for Genmab, Hisham is an experienced biotechnology executive with a unique background in research and development and commercial.

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Contact us

Schedule a 15 minute consultation here.

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