Following her graduation from University of Delaware, magna cum laude, Brittany began her career in client relationship management and sales, working in the manufacturing industry. Her expertise in project planning, resource management, productivity maximization, and financial analysis quickly led to growing responsibilities and management of national accounts.
About a decade later, with her husband in medical school, and her family growing, Brittany left the work force to prioritize raising her family. It was her own experience working with a financial planner during this time that led Brittany to decide to become a financial advisor herself. As her children reached school age and with the conviction to build skills through education, exposure, and training, Brittany obtained her SIE, Series 7 and 66 securities registrations and returned to the work force.
Brittany brings an authentic and empathetic approach to financial planning for her clients. Her own experience with a financial planner destigmatized the role as one “only for the wealthy” and introduced her to the empowerment and comfort that a financial professional’s expertise provides. Additionally, she has firsthand familiarity with both the joys and the financial challenges that single-income families may experience. She brings this understanding and compassion to her clients and is inspired by stewarding families and individuals through life’s transitions. She is a caring partner along her clients’ journeys, committed to helping them find financial clarity, plan for future expenses, and pursue their passions without compromising financial security.
When Brittany is not diligently working with her clients, you can often find her playing outside with her 2 children and dog. She enjoys swimming, reading, puzzles, and volunteering her time with local organizations.