Brittany Robertson, CFP®, CES™

Financial Advisor

I grew up in a small town in Virginia where there are high poverty levels, high unemployment, and very little education on personal finance. I’ve personally seen how a positive mindset, a structured plan with defined goals, and guidance from a financial planner can turn things around for those in a rough situation. Those experiences were a motivator for me to pursue a career in financial planning.

As an analytical thinker, I enjoy a systematic, detailed, and data-driven approach to problem solving. As such, I love working with clients to assess each piece of their financial lives, helping them consolidate goals and work through a complex process to organize their financial lives. Not every client comes to us with the sole goal of achieving high investment returns. Those who want and need help holistically are behind the passion I have for my work and help me look forward to coming to work each day.  

Outside of the office, you can usually find me doing DIY projects in between chasing my adorable toddler around. I’m a Hokie who loves all Virginia Tech sporting events and I will never turn down a chance to catch up on the latest true crime drama.


  • Bachelor of Science in Finance, Virginia Polytechnic Institute and State University
  • CFP® Certification Education Track


  • Certified Financial Planner™
  • Series 7, 63
  • Licensed to sell Life Insurance


  • Society of Financial Services Professionals (SFSP)
  • Trading + Portfolio Management on NOW Asset Management Investment Team
  • NOW Financial Planning Meeting Manager
  • Client Services
  • Estate Settlement Team