Montgomery, Alabama

Brianne has been helping clients plan for their financial futures for 25 years and manages both a CPA firm and a financial planning and advisory practice. Her passion for financial education extends to the classroom, where she is an accounting professor at Auburn University at Montgomery. Brianne is passionate about making finance accessible to everyone and is always looking for new and innovative ways to teach and learn. 

When Brianne isn’t busy advising clients or teaching students, she enjoys traveling, pilates, and hanging out with her family and yellow lab, Winter.

WCG employs (or contract with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

Zachary is currently pursuing an accounting degree at The University of Alabama. Working diligently and remotely, he searches for ways to improve and support the team whenever possible. He has a strong drive to achieve success and help people through financial advising and accounting services.

Out of the office Zach likes to stay active lifting, running, and playing sports. It’s important he spends quality time with his friends and family, and he lives out his passion for personal growth through his podcast and church involvement.

Tracy Fuller has 10 years of experience in banking and a strong passion for finance. She enjoys helping others understand and navigate financial matters and takes pride in her knowledge of the industry. Outside of work, Tracy is married with a son and two dogs who keep life full and joyful. She loves traveling, exploring local restaurants, and supporting small businesses through shopping and community connections.

WCG employs (or contract with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

Braden initially joined the team as a Tax Intern while pursuing his undergraduate degree in accounting at Auburn University at Montgomery. He plans to become a CPA and is passionate about building a strong foundation in the field early in his career.

Outside of the office, he serves as captain of the AUM men’s soccer team and is actively involved in Baptist Campus Ministries. Through athletics and leadership, he has developed discipline and a team-first mindset that he brings into both his professional and personal life.

WCG employs (or contract with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.