In her new role, Brittany will deliver a holistic and customized approach to managing clients’ wealth and estates, helping them navigate complex financial landscapes and plan for the future. Brittany is known for her deep commitment to working with business owners on pre-liquidity and succession planning strategies. By collaborating closely with estate planning attorneys, tax advisors, and portfolio managers, she creates tailored solutions that address her clients’ specific needs and ensures smooth wealth transitions across generations.
“With the growth we’ve been seeing in the time since Brittany has joined Whittier Trust, we anticipate that she will play a pivotal role in the company’s Newport Beach office, contributing significantly to not only this office but the company’s continued success,” said Lauren Peterson, Senior Vice President, Client Advisor at Whittier Trust. “Her expertise and passion for helping clients with intricate financial strategies make her an invaluable asset to our team. I’m so proud to work alongside Brittany and am excited to see the remarkable things she’ll achieve in this new role.”
In addition to her role at Whittier Trust, Brittany serves on the board of Impact Giving, a women’s collective giving nonprofit based in Orange County. Brittany holds a Bachelor of Arts degree in Economics with an emphasis in Accounting from the University of California, Los Angeles, and a Master of Science in Personal Financial Planning from the College for Financial Planning. Brittany is also a Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), and Accredited Portfolio Management Advisor (APMA).
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For more information about Whittier Trust’s wealth management, estate planning and family office services, start a conversation with a Whittier Trust advisor today by visiting our contact page.
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