Client Service Associate
Briana serves as a Client Service Associate at Insight Retirement Plan Consultants of Raymond James. She brings with her multiple years of expertise in client service. Briana is committed to helping retirement plans with seamless onboarding and acting as a proactive liaison between plans and recordkeepers. She prides herself on cultivating professional relationships with retirement plans and serving as an integral resource for our advisory team and participants.
Briana is a native Texan, but she is enjoying the change of scenery in Tennessee. Outside of the office, she likes travelling to new hiking spots with her husband, Jacob and their poodle, Sylvia. She also enjoys practicing hot yoga and exploring restaurants around Chattanooga.
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Learn More1200 Premier Drive, Suite 100 | Chattanooga, TN 37421 | T: 423.510.8889 | TF: 877.770.0009 | F: 423.510.8827 | Map and Directions
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