Brittany has been providing empathetic, patient, and detail-oriented financial advice since 2013. She considers her clients to be an extension of her own family, believing that care and trust are the foundations of any successful relationship.

With deep experience in corporate, family business, and philanthropic planning, Brittany empowers her clients to make sound financial decisions that help to grow wealth across generations. She collaborates closely with clients and their trusted professional advisors to navigate complexity and create a simple roadmap to achieving their goals—today and for years into the future.

Brittany believes that everyone needs guidance and a sounding board as they make decisions and navigate life’s milestones, no matter their life stage or level of wealth.