Bri began her journey in the financial services industry in 2013, working with educators and their families to help them prepare for retirement. She later transitioned to a financial advisor role in a bank setting, expanding her work to include financial planning for individuals and entities alike, working with trusts, businesses, and non-profit organizations. Bri has pursued her education in Finance receiving her Bachelor of Arts in Economics from the University of Maryland, College Park, her Master of Business Administration from Mount St. Mary’s University with a focus in Project Management, and most recently her Certified Trust and Fiduciary Advisor® designation. Bri uses her education, experience, and dedication to spend time getting to know clients and understanding their unique needs and life goals. She then searches for potential solutions, creating holistic financial plans to help achieve those goals as well as empower clients to collaborate and prepare for better financial futures. Bri is an active member of her church, Frederick Community Fellowship and in her spare time, enjoys cooking and traveling with her husband Eric and their extended family. Bri is a CERTIFIED FINANCIAL PLANNER®* practitioner, and is an active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).