Client Relationship Associate
Breanna Jaspersen joined Ferguson Wellman in 2016 and is a client relationship associate. She supports Nathan Ayotte and Brad Houle. Jaspersen assists Ferguson Wellman clients through transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests. Additionally, she collaborates with the wealth management committee by using the financial planning software Wealth Horizon™.
Jaspersen graduated from Gonzaga University with a B.S. in finance and supply chain operations in 2014. Following graduation, she worked for Ameriprise Financial in Spokane, Washington as the office manager and client service coordinator. In her free time, Jaspersen enjoys attending concerts, figure skating, hiking, traveling and exploring Portland.