Brittany manages client investment portfolios and provides advice around retirement planning, insurance, investments, estate, and tax planning. She prepares comprehensive financial plans for prospective clients and is a member of the Investment Committee.
Brittany holds a Bachelor of Science in Business Administration with a concentration in Personal Financial Planning from Colorado State University, as well as the General Securities Representative (Series 7), Uniform Securities Agent State Law Examination (Series 63) license, and the Colorado Health and Life Insurance licenses. Brittany is also preparing to take the CERTIFIED FINANCIAL PLANNER™ certification exam.
When she’s not in the office she enjoys camping and traveling and fostering dogs.