With 5 years of experience in the wealth advisory field, Brittney excels in client communication and support. Daily, she manages client calls and emails, schedules financial planning meetings, and gathers and organizes necessary client data. She attends client sessions and she also assists in producing client deliverables by taking detailed notes. Brittney is also responsible for processing client requests and occasionally providing web support.

Brittney holds a Bachelor of Science in Business Administration and a minor in Entrepreneurship from Youngstown State University. Brittney resides in Cleveland, Ohio, with her wife, daughter, dog, and two cats. She enjoys a variety of hobbies, including reading, playing Dungeons and Dragons, board games, cross-stitching, and embroidery. She also takes pride in tackling home improvement projects.