Experience and Education
As a relationship manager, Brittany focuses educating new wealth advisors and wealth consultants on the firm’s solutions and services used to provide holistic wealth advice. She also works with advisors to bring in new clients to the firm, helping to maintain a high level of client satisfaction and engagement.
Prior to joining Mariner Wealth Advisors, Brittany spent more than four years at TIAA as a senior wealth management consultant. In that role, she specialized in retirement planning, income stream creation, asset allocation structuring, annuities and inter-generational wealth planning. Brittany began her finance career at Charles Schwab where she functioned as a day trader, trainer and financial consultant.
She has two bachelor’s degrees from Purdue University.