A, Certified Financial Planner™professional, Brittney is the head of financial planning for her team. She earned her CFP® designation in 2018 and holds a bachelor’s degree in accounting from West Virginia University. She also holds her Series 7, Series 66, and insurance licenses and oversees the insurance business for the team. Brittney contributes to the team’s blogs, sharing her expertise and insights.
In August 2023, Brittney moved to North Carolina with her husband and has 2 young girls. She continues to service her clients virtually.
Why I Serve
My passion for financial planning was inspired by my father, a business owner of a contracting company in New Jersey. Witnessing the financial highs and lows of the family’s business ignited my desire to help others achieve financial stability and peace of mind.