In the short run, the market is a voting machine, but in the long run it is a weighing machine.

Benjamin Graham

Brittany Robert

Client Service Associate

Brittany is devoted to helping us provide dedicated and focused client experience. She is committed to helping educate and inform our clients throughout their financial journey, while working to make their lives easier.

She assists clients with check, wire and money movement requests, address changes, and many things related to their accounts, including answering questions and processing account updates. Britt also greatly assists our team with many essential administrative duties.

Before joining our team in January of 2024, Britt was a General Manager of Applebees, where she honed her managerial skills and mastered the art of providing exceptional customer service.

Britt lives in Western Massachusetts with her 3 sons, Carter, Camden, and Cayson. When not in the office, she enjoys cheering her boys on at their baseball and football games.