Breanna Bachmann

Breanna Bachmann, CIS I

Vice President/Operations & Service Manager

Phone: 877-808-7878

Beanna brings over 15 years of client service experience to the wealth management team. Her primary duties include the daily management, training and development of the wealth management operations team. A graduate of Regis University, Breanna earned a bachelor’s degree in business administration.

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*Products of our Wealth Management service are not FDIC insured, may lose value and are not bank guaranteed.

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