Our Director of Client Experience and Operations

Director of Client Experience and Operations

Bri received her Bachelor of Science degree from Kennesaw State University in Sport Management. Her mother’s love for football is what piqued her interest in high school to work with their football team as an Athletic Trainer. This experience allowed her to specialize in preventing and treating muscle and bone injuries for athletes that have since then played in the NFL.

While in college, she became aware that she wanted to be in a career that allowed her to continue to create a significant impact on the lives of others, within and beyond the sports industry, which is what attracted her to the finance industry. Bri started in the industry by obtaining her SIE, Series 7, and Series 63 licenses as a Customer Service Representative. She then obtained her Life, Accident, Sickness, & Health Life Insurance licenses along with her Variable Products license.

When she’s not serving our clients, as our Director of Client Experience & Operations, she loves to serve the community through service with her sorority, Alpha Kappa Alpha Sorority, Inc. She also enjoys traveling & creating new memories.