Our team strives to provide an elevated experience to individuals, families, and businesses both locally and around the country. Our mission is to work hard to earn our clients’ trust by leveraging our experience and passion for making a difference to help them live more meaningful and impactful financial lives. Our commitment to this mission is defined by three core principles:
Together, we can help you meet your financial future with more confidence.
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Brittney grew up in Minnesota and attended the University of St. Thomas where she earned a bachelor's degree in marketing and communications. She enjoys spending time with her family and exploring local parks with her husband (Dan) and son (Peyton).
Lisa grew up in Arlington, Texas where she attended Tarrant County College. She has over 18 years of experience as an administrative professional with a focus on client services and business development. Outside of work she loves to enjoy a nice cup of coffee or sweet tea, anything country, and spending time with her 3 children Ashlyn, Rylan, Collin, and their dog Cody.
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