Our Team
BRAEBURN WEALTH MANAGEMENT IS RECOGNIZED BY FIDELITY CLEARING & CUSTODY SOLUTIONS FOR REACHING $100 MILLION OF ASSETS UNDER MANAGEMENT IN 2016
BRAEBURN WEALTH MANAGEMENT IS RECOGNIZED BY FIDELITY CLEARING & CUSTODY SOLUTIONS FOR REACHING $100 MILLION OF ASSETS UNDER MANAGEMENT IN 2016Michael 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
As the Founder and Managing Partner of Braeburn Wealth Management, Michael enjoys helping clients manage their financial and investment matters.
Melanie N. Meyer, FPQPTM
Associate Wealth Advisor, Financial Planning
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,...
Caitlyn A. Mouw, FPQPTM
Director of First Impressions, Client Services
Caitlyn has worked in the financial services industry since 2012, and joined Braeburn in 2014. She received the Financial Paraplanner Qualified ProfessionalTM designation, FPQPTM in May 2020.
Barbara A Pasco
Senior Client Services / Compliance Manager
Barb has worked in the financial services industry since 1995 and joined Braeburn Wealth Management in 2019. Barb has received several awards throughout her financial services career for resolving complexities of the job. She is a...
Dimitri Poland
Associate Wealth Advisor
dimitri.poland@braeburnwealth.com
Dimitri joined Braeburn Wealth Management in the spring of 2022. He graduated with honors from Michigan State University with a Bachelor of Arts degree in Finance with an emphasis in the wealth management industry. His hard work...