My passion for helping people started in high school where I grew to love educating young children at the Happy Hornet preschool program. It was then that I knew I wanted to pursue a career in educating children. My journey of helping children began. I quickly developed a love for special education and made a transition that would create lasting relationships with numerous families.
My financial advisor was the first one to ever ask me what was important to me and my family. Together, we built a relationship and a strategy, which gave me reassurance knowing my family was on track with what was important to us. It was that moment that I decided I wanted to help families and individuals achieve what is important to them.
My husband and I have been natives of the Polk County area our entire lives. We have four children who are very active in youth sports and the agriculture community. I love volunteering with special education groups/projects and sponsoring them through leadership. On weekends, you might find me at a cattle show or with one of my favorite groups that I sponsor called Love Doggo Treats. I am also a member of the American Legion where we work with local veterans and participate in community events to benefit veterans. In the past, I have enjoyed coaching recreational volleyball for the city of Haines and assisting as a team mom for many baseball teams. I love helping families and children within the community. My most favorite activity is participating in the local Angel Tree Christmas program. I have been active in the Christmas program for 10 years and plan to continue this tradition for many years to come.
Relationships are key, and in our view, meeting face to face or virtually builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Special Needs Financial Considerations
- College Savings
- Business Retirement Plans
- New Investors
My Personal Interests
- Community Outreach
- Spending Time with Family
Phone NumberBrittney Oakes at (863) 291-4230
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