Brie Immerman, CFP® is dedicated to providing exceptional client service and support while assisting the Diederich Simmons Perez Team advisors as a Senior Client Service Manager. She loves building relationships with clients and helping them achieve their unique financial goals. Originally from Minnesota, Brie attended the University of Missouri and graduated with a Bachelor’s Degree in Finance. She joined Moneta in 2017 because she was drawn to the firm’s holistic and personalized planning approach.
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