As a Financial Advisor, Brittny takes pride in her role within the Medical Division of North Star. Her practice is exclusively tailored to support the needs of Pharmacists and their families, creating a highly specialized focus on financial concerns unique to their career path. She provides comprehensive guidance to help her clients navigate the many challenges Pharmacists confront upon graduating. She addresses a variety of topics which include managing student loans, financial considerations when considering a first or second home purchase* and funding for children’s education, all while balancing future savings for retirement.
Brittny is committed to serving her clients’ needs by implementing a structured financial strategy for each phase of life. Her clients value her honest and unbiased recommendations that cultivate a long-term relationship built on sound advice and trust. Several specific areas that Brittny focuses on include:
- Debt Management (student loans, credit cards)
- Risk Management (Life Insurance, Disability Insurance)
- Savings Strategies (Cash Flow Analysis)
- Asset Protection Basics*
- Employee Benefit Review*
- College Funding Options (529 Plans, coverdells, other vehicles)
- Investment Strategies (Asset Allocation, Mutual Funds)
- Retirement Analysis (401(k), 403(b), Roth IRA, etc)
Brittny’s passion to pursue a career centered on financial health and education stems from her family background of banking and finance. This eventually evolved into a commitment to educate individuals on the importance of asset accumulation, managing financial risks, and cultivating a need to build long-term wealth for subsequent generations. Since joining North Star’s Austin office in 2013, Brittny and her team of advisors have collectively applied decades of experience and have presented to Pharmacy Associations along with Pharmacy Schools across Texas, educating Pharmacy Students and Residents on the importance of financial preparation. While Brittny is based in Austin, she frequently travels to Dallas, San Antonio, and Houston, TX to meet with clients.
Aside from her everyday duties as a financial professional, Brittny is actively involved in South Austin Rotary Club and is committed to serving many through local and international projects, including: Meals-on-Wheels, Galindo Elementary, End Polio and many others. She believes in service before self, focusing on essential life needs, education, kindness and giving.
“Financial Guidance is something I am blessed to be able to provide my clients with in on a daily basis. But there are many who have nothing to save, nothing to eat, nothing to live for. If we are to build a world of financial independence, we have to start at the bottom.”
Originating from North Carolina, Brittny graduated from the University of North Carolina with a degree in Business Administration. Now residing in Austin, TX, she enjoys spending time with her husband, James, and daughters Jazmin, Kairi and Sable “the family protector.” Her hobbies can often be heard through the piano, acoustic guitar and the occasional duo. Other hobbies include painting, outdoor activities, weight lifting and enjoying the Texas sunset.
Brittny is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 2129782 / DOFU 06-2018
Brittny’s Support Team
Title: Associate Partner
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | firstname.lastname@example.org
Vice President, Life Insurance and Long-Term Care
612.617.6109 | email@example.com
Vice President and Director of Investments
612.617.6116 | firstname.lastname@example.org
Vice President, Financial Planning Resource Center
612.617.6137 | email@example.com
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Dallas, TX 75247