Britney joined the Point Comfort Wealth Management team in 2019. As a Client Service Assistant, she is primarily responsible for scheduling client meetings, preparing reports and account review packages, processing client service requests and maintaining contact management database. She also has a background in processing payroll, bookkeeping, QuickBooks, and banking.
Britney is a graduate of ECPI University where she earned a Bachelor of Science degree in Business Management and Bachelor of Science degree in Accounting. She also has certifications in Six Sigma (Green Belt), Project Analysis, and Project Management.
Britney currently resides in Yorktown, VA. She enjoys spending time with her son and taking him to see new people, places, and things.