Brittney Thomas joined Payne Wealth Partners, now United Capital Evansville, in June of 2018 as a Relationship Manager. As support staff for the Certified Financial Planners (CFPs), Brittney performs many of the necessary tasks in the development of a client’s financial plan, from gathering financial reports and records to analyzing the information and researching a number of different options for each client’s plan. She also prepares reports, inputs data into the firm’s Wealth Planning software, and assists clients with using the planning website. Her responsibilities allow the CFPs on staff to focus more completely on developing client relationships.
Brittney’s extensive background in multiple roles within the financial services industry has given her a wealth of experience in customer service as well as further developed her natural intuition when it comes to financial management. “I really enjoy helping people live the life they want to live.” When the workday is over, Brittney enjoys cooking, gardening, and spending time with her family.