Meet Brittanie


Brittanie strives to consider our clients in everything she does and consistently goes above and beyond in her role as our Director of Client Services. Her main goal is 100% client satisfaction.

A Sam Houston State University graduate, Brittanie served in a variety of professional roles before discovering that she shines in the financial services industry and truly enjoys the work.

Brittanie enjoys spending time with her family. She’s also passionate about photography, reading, writing and cooking. A lifelong learner, Brittanie also loves teaching, both inside and outside a classroom.


Favorite food:


Best piece of financial advice received:

Debt is dumb and cash is king

Favorite quote:

“A jack of all trades is a master of none, but oftentimes better than a master of one” – Unknown

If you could meet anyone, past or present, it would be:

Edgar Allan Poe

Hidden talent:


Favorite book:

“Where the Crawdads Sing,” “Educated” – too many to list, really

Favorite movie:

“August Rush

Favorite TV show:


What motivates you:

A deadline

Favorite holiday:


Something on your bucket list:

Own an RV and travel the country

Place you’d most like to visit:

Ireland and Norway

Biggest accomplishment:

Raising three strong, bright girls with hearts the size of Texas