Throughout her career, Brigette has always been passionate about the positive impact she can have on people’s lives, helping them pursue the cherished goals they have for themselves and their loved ones.
Her compassion and empathy are evident in all her actions. She is a good listener who is interested in hearing about what is important to each client. She truly cares about them and strives to get to know their entire family.
Brigette enjoys helping clients learn about important financial matters and explains complex financial information in a way that is easy to understand. She works well with people who are uneasy about seeing a financial professional or who have suddenly found themselves managing their finances on their own for the first time.
She has more than 24 years of financial industry experience and has been practicing as a Certified Financial Planner™ professional for over 20 years. The rigorous and comprehensive CFP program she has completed encompasses the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
She holds Series 7, 24 and 66 securities licenses and is a graduate of the University of Vermont, where she earned a bachelor’s degree in finance.
In addition to serving her clients, Brigette also loves volunteering in the community. She served on the board of directors of the United Way of Northwest Vermont from 2011 to 2017, and was chair of their community campaign in 2017. She continues to serve on the community investment committee, which is responsible for directing all of the resources of the organization.
Brigette is also co-chair of the Women United Council, a community within the United Way of Northwest Vermont, which advances financial stability for women and families in our community. In addition, she serves on the board of directors of the Vermont Catholic Community Foundation.
Brigette was born and raised in Cheshire, Connecticut, and lives in South Burlington with her husband, Richard, and their daughter, Catherine. Brigette is an avid skier, mountain biker and hiker. She loves the outdoors, and the Green Mountains in particular.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with any of the companies mentioned.