Brenna Surette joined Burney Wealth Management in 2018. As an associate advisor on the team, Brenna is responsible for preparing, monitoring, and updating client financial plans. She gathers financial reports and records to review. With this information, she assists the planning team to make appropriate recommendations to clients. Brenna resides in Vienna, VA. Outside of work she enjoys dance, both competitively and through coaching. She recently became a head coach for the Annandale High School Dance Team where she trains dancers in a variety of styles. Brenna earned her BS in Marketing from George Mason University. She is a CFP® professional and a Registered Investment Advisor Representative.
She can be directly reached at firstname.lastname@example.org