Brianna is Heart Wealth’s Administrative Assistant and we call her our Client Care and Service Specialist. After years of working in the service industry, she made the leap to a rewarding career in financial services in 2017.
She will happily help you with scheduling appointments, processing payments to your bank and updating your mailing address. She can also help you understand or update your paperwork, get your online access set up or reset, and subscribe you to our various communications.
With the goal of further enhancing our overall client experience, Brianna is spearheading the revival of our client communications, process continuity, community relations and client education processes. Please call Brianna to book your next meeting or to simply to say hi. As always, she looks forward to speaking with you.
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