About Me
I began my investment industry career in 1988 and joined Stifel in 2016. Prior to joining Stifel, I worked at Morgan Stanley and its predecessor firms. I earned a Bachelor of Science in Administration with a concentration in Finance from California State University – San Bernardino. Additionally, I hold Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
A passionate contributor to the community, I am a current member and have held various officer roles for Christian Business Partners. My wife and I also volunteer with Water of Life Community Church’s AWANA Club for children in preschool through elementary school.
About Me
Brittany provides client service support and handles the team’s administrative operations. She began her financial services career in 2016 at Capital Group/American Funds within the 529 Advanced Group before joining Stifel in 2018. Brittany’s knowledge with 529 plans has made her the “go to” in the branch, assisting with client’s service-related questions and needs.
Prior to joining the financial services industry, Brittany worked for AT&T for nine years and held multiple roles, including operations, sales, manager of a corporate store, and a National Account Executive manager in Palm Desert, California.