Brittany is an integral part of our team. She is often the first face a client sees when they come into the office. She is our Client Service Director. In this role, Brittany makes sure that our clients are receiving white glove service and they have an experience they will be excited to tell their family and friends about. Brittany also handles many phone calls which means clients often hear her voice first.
Brittany also is our Funding Coordinator, a vitally important role in the firm. As Funding Coordinator, Brittany assists clients in funding and aligning their assets with their plan. She enjoys working closely with our clients to provide guidance and resources to provide a smooth and easy transition.
Brittany resides in St. Augustine FL. and has been married to her best friend Michael for over ten years. They have two kids who keep them very busy. Brittany and her family are active members of their church at Turning Point at Calvary in St. Augustine and spends most of their weekends cheering on their kids at the ball park. Brittany’s favorite activities include decorating, barbecuing with her husband, and watching her kids play baseball.