Brittney is a Client Advisor, Managing Partner, and GPM Shareholder with lead responsibility for our client experience initiatives. Brittney’s thought leadership is leveraged across GPM mission, execution, and client engagements focused on collaborative wealth planning and advice – passionate, high-quality work intended to ensure that all clients have a well-tailored experience with GPM.
Her mission is to best understand a client’s financial priorities and long-term goals and work collaboratively to deliver well-tailored guidance to help confidently transform their visions into reality. She views wealth management holistically, with a healthy respect for risk and the execution of portfolio strategy that aligns with long-term goals.
Brittney joined the GPM team in early 2018 and has fifteen years of experience working with investment and financial advisory clients. She began her investment career as a Financial Accounts Coordinator Intern at Merrill Lynch, Pierce, Fenner & Smith Inc. in 2008 during her freshman year at MSU. Since then, she has worked with several nationally recognized wealth management teams. Prior to joining the GPM team in the Spring of 2018, Brittney was the Client Relationship Manager at an independent financial firm based in Bloomfield Hills, Michigan.
Brittney holds a bachelor’s degree in Economics from Michigan State University with a concentration in Business Management - 2011.
Outside of work Brittney enjoys traveling and exploring new destinations with her husband, spending time in her garden and enjoying summers with her family on her hometown of Grosse Ile.