Client Service Specialist
CA Insurance Lic. #0G62068
Brittany joined La Pointe Wealth Advisors in 2016 as a client service associate. She brings over 15 years of experience with customer service and administration. She moved from Roseville, CA to live closer to family. Prior to joining our firm, she worked as an Operations Manager for Wells Fargo Advisors.
She truly enjoys working with people while striving to give the highest level of service. It is her friendly demeanor and attention to detail that has earned her the trust, respect, and friendships of clients. She is committed to providing daily client support and is highly skilled with account processing and maintenance. Brittany is also a licensed Life and Health Insurance agent and Notary Public.
In her spare time, Brittany enjoys spending time with her husband, Eric, and son, Walker. Her interests include wine-tasting, going to the beach, and watching movies with her family.