Brianna Sternkopf, MBA, AAMS™

As a busy mother, wife, financial advisor, and team member, Brianna understands the importance of planning for the future and focusing on the big picture to help pursue long-term goals. She works within a team to provide clients with a holistic and comprehensive financial relationship. A disciplined approach, combined with focus on building meaningful connections, drives her client-centered practice.

 

At the heart of what she does is a commitment to serving a diverse range of individuals. Whether you’re starting a family, managing a career, buying a home, funding your child’s education, navigating life transitions such as divorce or widowhood, or caring for an aging parent, she is there to help guide you.
Your financial situation is unique, and Brianna takes pride in developing strategies designed to align with your individual goals.

Brianna specializes in helping new investors navigate financial planning, empowering women to work toward greater financial confidence, and assisting K-12 educators in understanding and optimizing their retirement benefits. Outside of work, Brianna is actively involved in her local community, participating in athletic booster clubs, church, and school volunteer efforts. Brianna lives in Goshen, NY, in the Hudson Valley, with her husband, Rick, a teacher in the Goshen School District, and their two children, Bryce and Lily.