Brittany leads our Financial Planning and Advice platform, bringing deep expertise in income tax strategy, retirement income planning, corporate and executive benefits, small business consulting, and charitable giving.

With a decade of experience in mortgage lending, Brittany recognized a growing need for personalized financial guidance in her community. She’s passionate about helping individuals and families gain clarity and confidence in their financial lives—and believes that thoughtful planning can inspire generosity and lasting impact.

Originally from Canada (yes, she speaks French!), Brittany has called Kentucky home since 2007 and proudly “bleeds blue.” She and her husband, Rob, live in Versailles with their three children—Tripp, Coleman, and Elisabeth—and are active members of Journey Church. Outside of work, Brittany enjoys traveling, photography, wine tasting, and volunteering with organizations like Christian Appalachian Project, Habitat for Humanity, and The Nest Center for Women, Children & Families.

Education & Accomplishments

Bachelor of Science in International Finance, University of Alabama
FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Securities Agent State Law Exam
Life and Health Insurance Licenses
Professional Designations:
BFA™ - Behavioral Finance Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
ChFC® - Chartered Financial Consultant
CLTC® - Certified Long-term Care Consultant
FIC - Fraternal Insurance Counsellor
RICP® - Retirement Income Certified Professional