Britt Meza

Client Service Coordinator

About

Britt works as the Client Service Coordinator for the firm. She assists in all areas of client service including opening new accounts, processing cash withdrawals, scheduling meetings and onboarding new clients. Britt has several years of experience assisting clients in the investment advisory practice. She grew up in Northfield and is a graduate of the University of Wisconsin Superior.

Bio

Britt works as the Client Service Coordinator for the firm. She assists in all areas of client service including opening new accounts, processing cash withdrawals, scheduling meetings and onboarding new clients. Britt has several years of experience assisting clients in the investment advisory practice. She grew up in Northfield and is a graduate of the University of Wisconsin Superior.