Client Service Specialist
Brittani became a member of Mercer Advisors in January 2021 with the team of McGee Wealth Management, Inc in Portland, Oregon. Brittani manages electronic client records and plays a key role in preparing for client reviews and planning meetings. She is a Financial Paraplanner Qualified ProfessionalSM and provides administrative support to the financial advisors. . She applies her attention to detail helping with organizational matters, communication among team members and helps solve service problems.