Client Development Team

Client Development Team: Andy Mortenson and Britni Wilcox


Britni Wilcox

Britni Wilcox

Client Development Team Lead

“Your life is in your hands. No matter where you are now, no matter what has happened in your life, you can begin to consciously choose your thoughts, and you can change your life. There is no such thing as a hopeless situation. Every single circumstance of your life can change!” 
― Rhonda Byrne, The Secret

With a Bachelor’s degree in Finance and Economics, Britni Wilcox is a Financial Services professional who has had experience working with both Institutional and Retail Investors. Britni loves leading a team that has such a large impact in assisting clients achieve their financial freedom by always placing their very best interests first and strictly educating them on their options. No financial jargon here, only education!

In her free time, Britni enjoys spending time with her friends and family, cooking, working on home renovations, as well as submerging herself in new cultures via world travel.


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