Britney manages a number of key functions which ensure our clients’ affairs run smoothly. These include working with grantors and beneficiaries, the review and approval of distributions, oversight of trust administration and asset management, and statutory reporting.
Her experience and attention to detail support the effective administration of trust assets, along with effective monitoring of trusts, and proactive service to beneficiaries.
Britney has 12 years’ experience in trust administration, holds Certified Trust & Fiduciary Advisor (CTFA) certification from the American Bankers Association (ABA), and obtained a BS degree from the University of Wyoming.