About Brittany
As a Practice Management Consultant, I help financial advisors run better businesses.
Early in my career, I saw firsthand how much time and energy advisors lose to inefficient workflows and unclear processes. Today, as a Practice Management Consultant, I partner with firms to help them get their time back, strengthen team alignment, and create experiences clients truly value.
I love digging into how a practice functions—what’s working, what’s not, and what can be improved with the right strategy, systems, and coaching. From onboarding and service models to role clarity, succession planning, and growth strategy, my goal is simple: empower advisors to operate with confidence and scale with intention.
Let’s connect if you’re focused on building a more organized, efficient, and compelling practice.
Past Experience:
- Annuity Wholesaler - Lincoln Financial Distributors
- Field Training Consultant - Lincoln Financial Network
- Investment Advisory Platform Consultant
Licenses Held:
- Series 6
- Seroes 63
- Series 65
- Series 7
Education
Licenses
IBF Designations
At a Glance
Understanding Credentials