Our Team

BRAEBURN WEALTH MANAGEMENT IS RECOGNIZED BY FIDELITY CLEARING & CUSTODY SOLUTIONS FOR REACHING $100 MILLION OF ASSETS UNDER MANAGEMENT IN 2016

Michael A. Poland, CFA®, CEO & Founder, Chartered Financial Analyst, Wealth Advisor/Portfolio Manager for Braeburn Wealth Management, along with his associates, Melanie N. Meyer, RP™, Associate Wealth Advisor, Sherri L. Balaskovitz, Director of Marketing, and Caitlyn Mouw, Director of First Impressions/Client Services, were presented with a Simon Pearce crystal pyramid award at a breakfast on Wednesday, October 26, 2016 by Kathleen Marshall, Vice President, Relationship Management for Fidelity Clearing & Custody Solutions based out of Boston, Massachusetts, for their outstanding achievement in reaching $100 Million in Assets Under Management (AUM).


Michael A. Poland, CFA

CEO & Founder, Chartered Financial Analyst, Wealth Advisor / Portfolio Manager

(231) 720-0598

michael.poland@braeburnwealth.com

As the Founder and Managing Partner of Braeburn Wealth Management, Michael enjoys helping clients manage their financial and investment matters.

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Melanie N. Meyer

Associate Wealth Advisor, Financial Planning

(231) 720-0621

melanie.meyer@braeburnwealth.com

Melanie has worked in the financial services industry since 2001. She has a Bachelor of Business Administration degree with an emphasis in Finance from Grand Valley State University. She plays an integral part of the Braeburn Team,...

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Sherri L. Balaskovitz

Director of Marketing, Team Leader

(231) 720-0619

sherri.balaskovitz@braeburnwealth.com

Sherri has practiced marketing in the financial services industry since 2003 and has worked with Mr. Poland since 2006. She has a background in Creative Design through Baker College. She leads the firm’s client relationship...

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Caitlyn A. Mouw

Director of First Impressions, Client Services

(231) 903-0530

caitlyn.mouw@braeburnwealth.com

Caitlyn has built a strong background in customer service in the financial services industry since 2012, and joined Braeburn Wealth Management in September 2014. She is responsible for ensuring a positive and memorable experience is...

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