Designations and Licenses

Brittany is a Chartered Retirement Planning Counselor℠ and an Accredited Domestic Partnership Advisor℠.

Experience and Education

Brittany provides sales leadership and training to wealth consultants and wealth advisors in Mariner’s Referral Partner Program. In this role, she leads and coordinates sales, onboarding, product and custodial-specific training across Mariner locations. She also educates new wealth advisors and senior wealth consultants on Mariner’s solutions and services. She works with advisors on business development opportunities and strives to maintain a high level of client satisfaction and engagement.

Prior to joining Mariner, Brittany spent more than four years at TIAA as a senior wealth management consultant. While there, she specialized in retirement planning, income stream creation, asset allocation structuring, annuities and intergenerational wealth planning. She began her finance career at Charles Schwab, where she worked as a day trader, trainer and financial consultant.

Brittany has two bachelor’s degrees from Purdue University.