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Chelyn Briand

Chelyn Briand

Financial Representative

I'm Chelyn Briand. I specialize in helping experienced CPAs maximize their impact, profitability, and efficiency.

With our unique approach, I bring over two decades of experience in the financial and insurance sectors, guiding business owners on employee benefits, business growth, and financial wellness.

Empowering Your Practice:

  • Established Authority: Solidify your status as the primary resource for your clients' diverse financial needs.

  • Modernized Client Interactions: Move beyond traditional referral models to enhance your influence over client outcomes with broader, more impactful service offerings.

  • Enhanced Value Proposition: Deliver significant added value to strengthen relationships with business owners and expand your capabilities with access to top-tier specialists.

  • Increased Firm Revenue: Unlock new income opportunities with unique strategies that distinguish your services from the competition.

Aligning with us, you gain a collaborative team of allies. We are dedicated to providing personalized and comprehensive strategies for your select clients. Together, we will design solutions that enhance wealth, align with their deepest values, adapt smoothly through life's transitions, and ensure a lasting legacy.

Our family's journey has taught us valuable lessons about the challenges many encounter, guiding us in helping our clients navigate similar obstacles. I cherish my role as a mother to Blake and Lauren—it shapes how I interact with every client, ensuring that we provide the attentive and compassionate service I expect for my family.

For a deeper conversation, please get in touch with me at chelyn.briand@westpacwealth.com or (503) 403-8214.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC| 2024-173831 Exp. 04/26