Hello there! I'm Brittany!

I am your partner and cheerleader to help you achieve your financial planning goals. As a financial planner and Investment advisor, you and I will work together and build a custom plan, taking into consideration all the moving parts in your busy life. I help teach my clients the art of money management, how to earn it, save it, invest it and spend it wisely through every stage of your life. I know you are successful and ambitious…let me help you create a cohesive plan that fits with where you are in life!

A BIT ABOUT ME:

  • Small Business Advocate
  • Ambassador to Bothell Chamber of Commerce
  • Active Community Member to Woodinville Chamber of Commerce
  • Greater Seattle Business Association
  • Commissioner: Cocoon House
  • Proud Mamma to Skyler and Dog-mom to Buddy my German Shepherd.
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