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Sheree R
Series 66
Lafayette, IN
The Fiduciary Alliance
Sheree Reeling is a financial advisor at The Fiduciary Alliance with Series 66 credentials and one year of industry experience. She previously worked at LPL Financial LLC and Washoe Wealth Advisors. Outside of finance, she has been involved with Mini Melody Makers for seven years and has experience with music-related community activities and education. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate and business planning, and risk management services.
Brianna M
CFP®, Series 66
Lafayette, IN
The Fiduciary Alliance
Brianna Madren is a CFP® with 10 years of industry experience currently with The Fiduciary Alliance. She previously worked at Invst, LLC and Edward Jones, and began her career at Faith Christian School. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers with investment management and comprehensive financial planning services. The firm combines fundamental, technical, cyclical, and charting analysis to build individualized investment policies and may use third-party managers as part of implementation.
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