Bri is an advisor in training and works hand-in-hand with the advisors on financial planning and preparing retirement analysis. Bri has always been a good saver which made her very passionate about the financial world.
She attained her Bachelor’s Degree from Eastern Washington University in Finance and Human Resource Management. She is currently in the process of attaining her CFP accreditation.
Bri is very active in her community and participates in numerous volunteer activities. She currently runs Tri-Cities TOPSoccer with her mother, where they create an opportunity for players with disabilities to be a part of the soccer community. She also volunteers for Camp Journey, a camp providing a community of hope for children and their families touched by cancer.
Bri is a big time family girl and absolutely adores her two dachshunds Mozart and Tobias.
“These days debt has become a term more frequently used in our vocabulary and saving has slipped through the cracks. At HFG we would like to change that. I believe it takes three things to be a great saver: a goal, a plan, and someone you can trust. Our goal is to be that person for our clients. We want to build a relationship that will last a lifetime. We believe it is essential to identify goals before developing a plan. After all, it’s not about how much money you make it’s how you save it.”