Breanna Sykes has joined Copper Leaf Financial as a Wealth Advisor. Breanna graduated from Bellevue University with a Master’s degree in Business Administration (MBA) and a concentration in entrepreneurship.
Breanna has six years of experience as a Wealth Advisor and holds the Series 7 and Series 66 securities registrations. She has also held state Life, Health & Accident licenses. Breanna is working toward the Certified Financial Planner (CFP) certification and currently attending the CFP course program at North Carolina State University. She will take the comprehensive exam when COVID-19 restrictions allow for it.
Breanna will work with Copper Leaf clients, educating them about their finances and teaching them how to plan for the future in order to learn how to retire. She will also work closely with business owners and the ins and outs of 401(k) plans as well as other retirement plans.
Copper Leaf Financial, LLC is a fee-only, registered investment advisor, serving clients nationwide from offices in Williston and Rutland, VT. The firm provides true wealth management to successful business owners, professionals and families seeking tax-aware, holistic, evidence-based planning and advice. The firm has served clients with expert staff including experienced CPAs and Certified Financial Planner™ professionals.