Breona Mayer serves as a Private Client Associate at BlueStone Advisors, where she acts as a technical advocate for High-Net-Worth and Middle Market clients. Licensed since 2018, Breona joined the firm with a strong foundation in personal and commercial lines established during her tenure at Allstate. Today, she leverages that experience to support the complex operational needs of the Private Client division.
In her role at BlueStone, Breona is a key driver of The Alignment Audit methodology, managing the technical execution of the Annual Review Cycle to ensure client portfolios remain strategically aligned with their evolving net worth. Her analytical mindset is supported by an educational background in Nutrition and Legal Support and Services, which provides the discipline required for meticulous policy auditing and zero-defect endorsement processing. By proactively monitoring market shifts and conducting detailed renewal audits, Breona ensures that every client’s liability tower is accurate, robust, and ready for execution.
Outside the office, Breona finds joy in spending time with her children, whether they are exploring new restaurants or enjoying family vacations. She believes in balancing professional diligence with meaningful personal moments, bringing that same thoughtfulness and commitment to quality to the BlueStone team every day.