Joey Bruner, CPFA^®

Designations and licenses

Joey is a Certified Plan Fiduciary Advisor.

Experience and education

Joey is responsible for performance measurement, reporting and investment policy monitoring for defined contribution plans. She manages client onboarding and ongoing plan support, including system setup, CRM maintenance, quarterly reporting, investment analysis, fee benchmarking and policy adherence. She also mentors and trains team members while collaborating with advisors, service teams, recordkeepers and clients on report deliverables, RFP/RFI responses, participant communications and education initiatives.

Prior to joining Mariner, Joey was an account manager at CenturyLink. In that role, she focused on fostering customer relationships and retaining existing clients. She has more than a decade of experience serving clients.

Joey has a bachelor’s degree in marketing and a minor in management from Oklahoma State University.

Personal interests

Away from the office, Joey enjoys watching and playing golf and was raised around horses, which sparked an appreciation for working with them. She is a mom to two daughters and enjoys volunteering at their schools.