Brittany L. Forte, FPQP, ABFP

Being a Client Relationship Manager means I am often the first call when life changes. Whether it is a new addition to the family, or the loss of a loved one.  I am proud of the time I spend as well as the grace and attention I can offer within my role. Navigating the complexity and emotions of life events with clients and their families’ journey through exciting changes and the most difficult times.  

Being an expert in client services covers everyday needs such as reviewing and updating account information, money move requests, assistance with our online platforms, and general point of contact. 

As a Financial Paraplanner Qualified Professional (FPQP), comprehensive support is provided to the advisory team by conducting thorough research and analysis across all financial planning areas, including investments, retirement, tax, insurance, and estate planning. The certification demonstrates a strong commitment to industry ethics and helps ensure clients receive credible, professional service.

An Accredited Behavioral Finance Professional™ (ABFP™) specializes in helping clients understand and manage the psychological influences on their financial choices. By integrating behavioral finance principles, it works to deepen client relationships and create more personalized strategies that lead to long-term success. This specialized training enhances the ability to identify and mitigate client biases, ensuring that financial advice goes beyond just the numbers to create better, more rational outcomes. 

 *Brittany has been in the financial industry since 2017 with an additional background in sales management and training. She has earned her Series 7 and 66 licenses held through LPL Financial, as well as her Health and Life Insurance License.