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 Professional™ (FPQP) and provides administrative support to the financial advisors. She applies her attention to detail helping with organizational matters, communication among team members and help service clients.
Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.