@breannacoffey(Breanna Coffey)

Wealth Planning Specialist

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United StatesEnglishAI Enhanced

Breanna Coffey is a Wealth Planning Specialist at Calamos Wealth Management, where she helps high-net-worth individuals and families develop and implement comprehensive financial strategies. She holds the CERTIFIED FINANCIAL PLANNER™ professional designation and has over 10 years of industry experience, including previous roles at Goldman Sachs, Corient, and OneAmerica Financial Partners. Breanna earned her MBA in Finance from the University of Indianapolis and completed her undergraduate studies at Purdue University. Outside of her professional life, she enjoys spending time with her husband and two children, engaging in artistic interests, reading, and relaxing at the lake.

#artistic interests#reading#relaxing at the lake#spending time with her husband and two children
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