Meet your financial specialists.

As a Client Service and Alternative Operations Associate, Brittany is responsible for assisting our wealth advisors in each aspect of client service, including communication, relationships, account set up and maintenance, and alternative investment operations. She takes pride in her attention to detail and organizational skills that help ensure a great client experience.

Brittany started her time with SWP as a summer intern and was excited to join the team in a full-time position after graduation. She values the proactive effort of the team and the determination to offer personalized service to meet each client’s specific needs.

Away from the office, Brittany enjoys exercising, baking, spending time with family, and being outdoors.

Education

BS in Finance, University of Dayton