Bryana Gridley

I have been serving clients in the wealth management industry for 5 years, previously working with Independent Broker-Dealer in Iowa.

As a Client Service Associate I’m happy to assist with all customer service issues - working directly with clients to set up new accounts, update accounts, & move money. I strive to make the best experience for everyone I connect with.

I find providing professional, attentive, and timely customer service is the most important thing when it comes to building strong relationships. I strive to put clients and their needs the top priority.

When I am not working I enjoy spending time with family, friends and our border collie Duke, and our black mouth cur Jake. My significant other and I live by the river on a farm and spend most of our days raising simmental/black angus cattle.