Meet Brianne
Brianne Brucker Derveloy, our Investment Advisor Representative, is a bilingual leader blending analytical expertise, servant leadership, and a commitment to equity. Her mission—“to provide resources and opportunities to underserved populations”—guides her approach to helping clients reach their goals. With a career roles that span CEO, trading assistant, and healthcare representative, Brianne excels in client service, operations, and strategic execution. She holds a master’s degree in public policy from Brown University and a bachelor’s degree in Spanish from Berry College, showcasing her analytical and strategic foundation. Brianne is a thought leader in diversity, equity, and inclusion, actively dismantling systemic barriers within our firm and the financial industry.
Brianne’s leadership exemplifies operational excellence and compassion. Her equity-centered focus empowers individuals and communities—especially adoptive, foster, and LGBTQ+ communities—to align their financial success with meaningful impact. She believes that all people deserve kind, prompt, and exemplary service that helps them fulfill their life’s purpose.
In her free time, Brianne enjoys playing Dungeons and Dragons, reading science fiction and romance novels, and spending time with her family. She is a devoted and loving mom to twin sons and his happily married to her soulmate. She also loves animals—especially her family cat, Oreo.