Money Doesn’t Have to Be Complicated

Meet Brittany


As our Client Services Representative, Brittany has always valued having deep connections with people and enjoys helping them achieve their goals. Her goal is to help our clients feel comfortable and excited to share their life moments with us throughout their financial journey. Her receptive, patient, and understanding nature helps her excel in her role.

A graduate of Shenandoah University with a degree in business administration, Brittany also holds the Series 65 license.

She started her career in the financial services industry as a financial advisor but wanted to learn more about the operations/back-end processes of how the business worked, so she created her own business and served firms working as a virtual assistant. She missed working one-on-one with clients and is excited to be back in a role that allows her to do so.

Brittany is married to her high school sweetheart, Taylor. Her husband’s job as a travel physical therapist means the couple moves frequently. Together, they enjoy working out at the gym, hiking and visiting local restaurants.


Favorite Food:


Place I’d most like to visit:


Something on my bucket list:

Hike the Grand Tetons National Park

Favorite book:

The Art of the Impossible – Steven Kotler

Favorite Quote:

Even if I knew the world was going to fall to pieces tomorrow…I’m still going to plant my apple tree. – Martin Luther

Best piece of financial advice I received:

Have multiple savings buckets, treat them all like automated bills, and always increase these first when you receive a raise.

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.