Brittney Bochenek
Office Administrator
If you asked Brittney to describe herself in three words, she’d say… Empathetic. Patient. Kind.
About
I feel incredibly lucky to be part of a team that’s not only passionate about financial planning, but genuinely committed to building trust and supporting each client’s journey. Though I’m new to the wealth management industry, I’ve spent the past five years in office administration, and I’m excited to grow in a role where I can align my own values with meaningful work.
What inspires me most about working with clients is the chance to hear their unique stories and form real, lasting connections. I approach every relationship with authenticity, patience, and kindness, and I’m always focused on understanding how I can best support the people we serve.
When I’m not working, I love spending time with my family, hiking, and backpacking. And one thing that surprises most people: I completed a Half Ironman! (That’s 70.3 miles — a 1.2-mile swim, 56-mile bike ride, and 13.1-mile run.)