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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 actively involved with the National Association of Plan Advisors (NAPA) and has been named NAPA Top Advisors under 40 and NAPA Top Female Advisors. Her team, alongside David McBee, has also been recognized among NAPA’s Top DC Teams.
With two children in elementary school, Brittany and her husband, Terry, enjoy going to the kids’ sporting events and traveling with them to Rosemary Beach.
Brittany’s favorite things to enjoy in Dallas