Senior Associate, Client Service
Brittany is primarily responsible for customer relations and day-to-day operations for the firm’s clients. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Brittany spent the last 5 years working at CPS Insurance helping support financial advisors find the best long-term care solutions for their clients. She graduated from the University of Denver with a BA in Communication studies and focused on communication in the workplace. Outside of the office, Brittany enjoys traveling, reading, and spending time with friends and family.