The Retirement Planning Group
Brianna Walters is a Tax Coordinator at The Retirement Planning Group. Brianna has previous experience working as an intern at Missouri Trust & Investment Company from May 2018 to June 2018. Brianna also has experience as a Cleaning Service, Sole Proprietor from January 2011 to March 2020.
Brianna Walters has a Bachelor's degree in Finance and Mathematics from Avila University and a Bachelor of Arts - BA in Mathematics from MidAmerica Nazarene University.
They work with Meredith Dickinson - Senior Tax Advisor, Trace Weatherford - Tax Associate, and Lisa Sachs - Tax Accountant. Brianna Walters reports to Luke Crowther, Director of Tax.
This person is not in any offices
The Retirement Planning Group
They'll create a plan and proactively manage every aspect of finances, retirement, and taxes.