Brittany Schultz

Vice President
940-692-6885 x105

Brittany has a Bachelor of Science in Accounting from UMUC, where she graduated Cum Laude. She holds the Series 65 license which allows her to provide investment management advice as an Investment Advisor Representative. She is currently pursuing her CERTIFIED FINANCIAL PLANNERâ„¢ certification.

Brittany previously worked in a banking center in the UK for 5 years, where she was a supervisor for over two years. Her experience working and living in another country as a military spouse helped shape her passion for helping people understand their finances. She joined Personal Money Planning in 2019.

While her journey began with accounting, along the way she discovered personal finance and her goal of helping others align their values with their spending. Spending time with her husband and 3 children is her main priority, but she enjoys exercising and learning continuously. You can usually catch her reading books for fun!