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Briana Mullenax, CPA, PFS, Shareholder, Wealth Advisors

Briana Mullenax, CPA, PFS Shareholder, Wealth Advisors

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Contact

Phone: 615-309-2251
Fax: 615-309-2551
bmullenax@lbmc.com

Location

Nashville

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LBMC Wealth AdvisorsBriana Mullenax is a Shareholder with LBMC Wealth Advisors. She has more than fifteen years of public accounting experience. Briana has experience in all areas of tax compliance and consulting services, but now focuses the majority of her time working with high-wealth individuals and families and their related entities.

Certifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Experience

Although she specializes in the Wealth Advisors practice area, Briana has a unique and broad background in tax. She has worked with many families and their closely held companies through various seasons of wealth creation - from start-up to preservation and transfer. Her primary focus is the individual and their family and helping those families keep their tax, estate and financial affairs in order. Many clients look to her as their personal CFO - handling tax, estate, accounting, investment analysis, bill pay and other family office services.

Prior to joining LBMC, she worked at KraftCPAs, PLLC in Nashville, TN. Briana served as the Nashville Chapter President for the Tennessee Society of Certified Public Accountants (TSCPA) and is on the Board of Directors for Safe Haven Family Shelter. She is a 2013 recipient of Nashville Business Journals top 40 under 40 award.

Community Involvement

Briana is active in and continues to support many professional and civic organizations, including:

  • 2012 - 2013 Tennessee Society of Certified Public Accountants Top 40 under 40
  • Tennessee Society of Certified Public Accountants (TSCPA)
    • 2012 – 2013 Nashville Chapter Board Member – President
    • 2008 – 2011 TSCPA Young CPAs Conference Committee – Chair
    • 2011 – 2012 TSCPA Women’s Initiative Committee Member
    • TSCPA Federal Tax Committee – Member
    • Nashville Chapter Young CPAs Council – Past Chair
  • American Institute of Certified Public Accountants (AICPA)
    • Inaugural Leadership Academy Alumni
    • Leadership Academy/Young CPA Committee Member
  • Safe Haven Family Shelter
    • Board Member
    • Finance Committee Member
    • Weekly Overnight Volunteer & Monthly Dinner Volunteer

Outside the Office

A native of Fairmont, West Virginia, Briana resides in Brentwood. In her free time, she is usually chasing after her toddler son, Lincoln, or discovering new wine and food with her better half, Jeremy.