CPA, Financial Planner
Brittany is an alumna of Southern Methodist University with a Bachelor of Business Administration in accounting, a Bachelor of Arts in Spanish and a Master of Science in accounting.
Her career started at PricewaterhouseCoopers in New York City before moving to their Dallas office. There, as a senior associate, she worked extensively in tax compliance and consulting services in both the financial and private-company service industries. She joined the CWA team in 2013.
“The most rewarding aspect of what I do is that I am able to help clients feel secure in their financial future. Along the way, the invaluable relationships I create with clients makes it easy to guide them on their path toward achieving their personal, financial, and professional goals.”
Brittany is a Certified Public Accountant and Investment Advisor Representative. In addition to her role as financial planner, she has donated her time for 10 years
with the 3to1 Foundation, helping educate DISD students and the community on financial literacy topics, presenting her topics both in English and in Spanish. She’s passionate about empowering others to make smart financial decisions for themselves and making financial education accessible to everyone in the community.
Brittany founded the CWA Women in Financial Planning group, which has coordinated mentorship programs as well as productive meetings to discuss big ideas and offer support to the firm’s female advisors. In addition to her work at CWA, Brittany sits on two boards in Dallas. She joined the board for The Family Place and the SMU Cox School of Business Alumni Board.
In her spare time, she enjoys snow skiing and SoulCycle, as well as singing and musical theatre. She and her husband, James, have two young sons.