Brittany Walter, CFP®
professional Director of Wealth Planning & Financial Advisor

Brittany channels her love for planning to help ensure clients are educated and informed throughout the process. Since joining the firm, she has helped numerous clients craft personalized strategies that empower them to embrace retirement and the adventures that come with it. Her greatest satisfaction comes from helping clients realize that their retirement dreams are possible thanks to a well-thought-out financial plan.

Brittany is a graduate of Bemidji State University, with degrees in finance, management and accounting. She also holds an MBA from North Dakota State University. She is a CFP® professional and has licenses in health, life and annuities.

Brittany lives in Minnesota with her husband, Tom, their two sons and a pair of lively dogs. When not running numbers and organizing spreadsheets, Brittany loves going to breweries and concerts, trying new barbecue recipes, watching hockey and football, spending time on the Minnesota lakes and being with family and friends.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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