As the Senior Service Team member, Brittany has been trained in all areas of client management. Not only does she help facilitate duties, but she also strives to improve the operational processes with collaboration from the SDC team.
Brittany prepares all of the review materials for client meetings, which has spurred her to get federally licensed in the securities industry. She currently holds the FINRA Series 7 and the NASAA Series 66 securities licenses, as well as the Ohio Life and Health Insurance license. Brittany graduated from the University of Toledo with a Bachelor of Arts degree in Communication, concentration Public Relations, with a minor in Spanish, and a Master of Public Administration degree with a Certification in Health Care Policy and Administration. Prior to joining S&D Capital, Brittany worked for the Ohio Attorney General’s Office as a Public Affairs Assistant, which has provided the experience of working with small businesses and clients of all ages. Philanthropically, she has been involved with the Junior League of Dayton, and Team in Training with the Leukemia & Lymphoma Society. Brittany resides in the Dayton area with her husband David, and their pets Oliver, Gus, and Virgil. In her spare time, she enjoys cooking, working out, and reading.