Partner

Brittany leads our institutional business where she is dedicated to serving our retirement plan clients. She is responsible for identifying and developing strategic partner relations and driving new business opportunities. She delivers advanced retirement plan consulting services to corporate clients and has earned the Accredited Investment Fiduciary (AIF®) designation. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard.

 

Brittany is involved with the National Association of Plan Advisors (NAPA), serving on the Women’s Initiative Committee that is focused on addressing the challenges and opportunities of women in the industry, both personally and professionally.  She is passionate about educating women on wealth and empowering them through investment knowledge. She believes that in order to build women’s confidence and financial literacy, we should be comfortable talking about money and investing. Therefore, she started a round table series, named Coffee Talk, to begin those conversations and help get women engaged in the conversation.

 

Brittany and her husband, Terry, live in Dallas and have two kids, Sayre and Elle. When she’s not at the park with her toddlers, she enjoys running at White Rock Lake, exploring new restaurants in Dallas, and traveling. She serves in the community at Ronald McDonald House of Dallas and is a member of the Junior League of Dallas. She and her husband are members of First Baptist Church in Dallas.