Breonna provides administrative support to our team and clients. Her primary roles are the preparation of account documentation, the transferring of assets, and the recordkeeping of accounts. Breonna works diligently with our Individual Retirement Accounts by providing continuous training to our team and substantiating paperwork.
Breonna is currently pursuing her bachelor’s degree in business management with Northwood University in their Enhanced Business Studies transfer program. She is a member of the Phi Theta Kappa Honor Society through Mid-Michigan College. Breonna has completed Cannon Trust School I and II.
She joined Isabella Bank in 2018 and joined Isabella Wealth in 2021.
