Brittany Weiler

How do I help our clients live a richer life?
We put an emphasis on helping our clients live a richer life by listening to their ambitions and curating a plan uniquely aligned with their goals. Our team helps companies build, manage, and monitor the retirement plan offered to employees, and partners with individuals to maximize their company benefits and incorporate them into a broader financial plan. I collaborate with our teams to develop creative solutions supporting our day-to-day operations and identify opportunities for continuous growth as colleagues and as a business.

How do I align my time and money with my values and passions to Live a Richer Life?
I love spending time with family and friends – they are the fabric and fiber of my being; creating core memories together is paramount to my wellbeing. We love connecting over a great recipe or meal, traveling to experience live music, camping or hiking, reading and discussing books, exchanging handwritten notes or postcards, and volunteering within our communities.