Brittany Schultz

Vice President
940-692-6885 x105

Brittany has worked in the Financial Industry for just over 5 years. She worked in a banking center in the UK for most of that time 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.

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 also plans to pursue her Certified Financial Planner certification.

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. Family is her main priority, but she enjoys reading and learning continuously. You can usually catch her reading books for fun!