Growing up in a military family, Brianne learned about working through transitions early in life. She moved seven times before making the bold transition away from her family in Southern California to the University of Alabama to major in Accounting. Her love for the individual-focused side of accounting guided her path to specialize in all things tax and planning for high-net worth clients at Warren Averett accounting firm. Specializing in financial planning allowed Brianne to connect all the financial aspects of an individual’s life into a plan towards clearly defined goals and objectives.
In 2014, Brianne received an offer from Huntingdon College to teach and oversee the accounting program as an accounting professor. As a newly single mother of three young children, Brianne welcomed the lifestyle change that came with the challenge of an academic position. “Sheparding college students through difficult accounting classes helped me to come out of my shell and make a lasting impact on young people during a time they make critical life decisions.” Brianne incorporated financial planning into her accounting courses, as a unique way to engage students. During her 5 years as a professor, Brianne got married, won an award for teaching excellence, entered a PhD program, and started her own business.
Financial planning has been the common thread through all transitions leading Brianne to wealth advising. Her goals-based approach to financial planning coupled with her diverse background in tax, consulting and academia, allows her to provide clients with not only a comprehensive, tax-efficient financial plan, but also the support to stay on track, even through critical life transitions.
Brianne’s blended family philosophy is to be like the crockpot, not the blender. She and her family love music and theatre, as they all play instruments and sing. Her husband, Freddie, also plays in the Montgomery Symphony.
We’ll work together to identify your needs, wants, dreams and concerns. I’ll analyze your financial statements, tax returns, cash flow, risk profile and budget to define a clear path to help reach your goals. I’ll guide you through life transitions along the way to keep you on track.
Communication and coordination between all of your professional and financial relationships are key to staying on track towards your financial goals. I will work together on your behalf with all members of your financial team.
Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RFG’s state-of-the art portfolio stress testing and risk assessment tools we help ensure that your questions are answered, and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.
Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.
Knowledge truly is power. I consider the teaching aspect of my job the most important – whether that’s in a private client meeting or a larger educational event. My larger events have included discussions on current market observations, investing in your values, and general wealth concepts. I’m especially passionate about educating women about money – without all the jargon so that they can focus on living Financially Fearless. See the latest initiatives at StrongHer Money.
We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.
4252 Carmichael Road, Suite 227
Montgomery, AL 36106
E: bsmith@rfgadvisory.com
P: (334) 310-9520
As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients. For more information about RFG Advisory’s awards and criteria, please visit https://rfgadvisory.com/awards-criteria.
To learn more about Brianne, the financial services, or to get started now developing a financial plan for your future, you may call Brianne at (334) 310-9520, email her at bsmith@rfgadvisory.com or send her a message below.
