Meet Brittany
Brittany brings a unique blend of responsiveness, precision, and heartfelt care to her role as a Client Service Associate. With a background in emergency services and real estate, she thrives under pressure and is adept at anticipating client needs—skills that serve her well in providing a seamless, dependable experience across every client interaction.
Before transitioning to the financial industry, Brittany worked as a paramedic and licensed realtor, where she honed her interpersonal skills and deepened her commitment to helping others. Over the past six years, she has advanced in financial services, serving as both a Client Service Associate and Advisor Payroll Supervisor. Her experience includes supporting advisors, managing payroll operations, and streamlining the onboarding process—all while prioritizing clarity, efficiency, and client trust.
Outside the office, Brittany is dedicated to her family and active lifestyle. She enjoys cheering on her children in their academic and athletic endeavors, especially basketball and football. Committed to making a difference, she also volunteers with youth programs and nonprofits at both the local and national levels.