Meet Our Financial Advisory Team
Why Moto Wealth Partners?
We're Breanne Bovara, and Derrick Petry, the partners who created Moto Wealth Partners.
We exist to move clients forward with clarity, partnership, and purpose. As a boutique financial services firm, we pair human connection with institutional rigor — leveraging dynamic technology and resources from the largest independent broker-dealer in the country* to deliver sophisticated, seamless, and proactive wealth guidance.
*As reported by Financial Planning magazine, 1996-2025, based on total revenue.
Our Core Values
Momentum
We believe in purposeful forward progress, helping clients move confidently toward their goals with clarity, discipline, and proactive guidance.
Clarity
Clear communication, transparent advice, and structured planning create direction and reduce the noise that can slows down financial momentum.
Partnership
We operate as true partners in our clients' lives, offering high-touch support, shared ownership, and long-term relationships built on collaboration.
Precision
Every recommendation is thoughtful, data-informed, and aligned with each client's individualized financial landscape—no guesswork, no shortcuts.
Adaptability
Life moves, and so do we. Moto is built to be flexible, responsive, and ready to adjust as our clients' needs, goals, or circumstances evolve.
Integrity
We lead with honesty, care, and doing what's right.
Breanne Bovara, CPWA®
Managing Partner, Wealth Advisor
(513) 297-6323
Derrick Petry, CFA®
Partner, Director of Investment Strategy
(937) 458-5766
derrick.petry@lplfinancial.com
Brittany Corvere
Client Onboarding Specialist
Brittany Corvere brings 3.5 years of financial services experience to her role as Onboarding Specialist at Moto Wealth Partners. Originally from Connecticut, she now calls Richmond, Virginia home with her husband Nicholas and their...