Bri is a Certified Financial Planner® with over 8 years of industry experience as a financial advisor. Her passion in the financial industry started during her time at Purdue University, studying Financial Counseling & Planning. She spent a few years as an insurance agent, then began building her financial planning practice at Edward Jones in 2016. After becoming a CFP® professional, she needed a way to more comprehensively serve her clients. Bri joined Invst in 2023 so she could have access to more partnerships and ways to meet her clients evolving needs, as a true fiduciary, helping her clients reach their full potential.
Bri and her husband, Miles, opened their office in their hometown of Lafayette, IN. They have four children: Maya, Cooper, Brooke, and Mackenzie. Bri refuels with Jesus, Boilermaker Basketball, playing volleyball, and volunteering in the Greater Lafayette community through various organizations. Bri loves a challenge and is always learning something new. When you connect with her, let her know the latest book/podcast on your list!
