Brittany has almost 20 years of experience in the wealth management industry and plays two important roles at TFO Family Office Partners. As Chief Operating Officer (COO), Brittany oversees the day-to-day operations of the firm. She transforms the firm’s strategic initiatives into daily activities, tracks progress towards the firm’s established objectives, and builds processes designed to make the firm efficient and effective. She regularly collaborates with advisors in their efforts to provide outstanding service to TFO’s clients.
As one of TFO’s Family Wealth Strategists, Brittany helps clients unravel the complexities that often accompany wealth. She helps families connect wealth and purpose by providing guidance in the areas of financial planning, investment advisory, estate planning, insurance review, and philanthropic strategy, with the ultimate goal of helping families feel free from the burdens of wealth so that they can enjoy their passions.
Brittany also serves on the TFO Family Office Partners’ Operating Committee and Executive Committee.
What most excites you about your work?
I really enjoy helping families understand the different aspects of their wealth and helping them build a plan for the future. Often I see families overly focused on the dollar amount in their account instead of spending time thinking about how they’d like to enjoy those dollars. We’ll work together to build a long-term plan and then refer back to it when there’s a big lifestyle decision to make. I love it when I can help give them the peace of mind to take that extra vacation!
Why did you choose TFO Family Office Partners?
It’s all about our values: Care, Help More, Do the Right Thing, Dig Deeper, and Make It Fun. We truly live those values on a daily basis. My TFO colleagues are my second family. I can’t imagine working anywhere else.
What are some of your life's biggest influences?
I’ve always been an analytical person; I know I get that from my dad. Before the days of personal finance software, my dad actually used to write down on ledger paper every penny they spent. He did this every day. My job was to then enter that information into a spreadsheet and categorize each item. My parents instilled in me at a young age the value of a dollar and how important it is to budget and track your finances.
Education
San Diego State University
B.S. Finance
Hobbies and Interests
- Spending time with my family
- Baking
- Sports (watching, not playing)
- Anything crafty
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