Brie joined Financial Life Advisors in 2022 as a Lead Financial Planner helping clients make sense of their assets and achieve their financial goals. Brie is a CERTIFIED FINANCIAL PLANNER™ practitioner and experienced financial advisor. Prior to joining Financial Life Advisors, she worked for a fee-only Registered Investment Advisor servicing a diverse set of high-net worth individuals, families, and businesses. She holds a degree in Business and Financial Planning from Texas A&M University. Brie’s greatest joy as a planner is being able to help families visualize their unique goals and provide the roadmap to guide them towards their desired future.

Areas Of Service

• Comprehensive Holistic Financial Planning
• Executive & Equity Compensation Strategies
• Retirement Planning & Distribution Strategies
• Tax Planning & Optimization
• Multigenerational Family Estate Planning
• Risk Management
• Tailored Investment Management

Business Activities

2022 – Present, Member, Financial Planning Association of San Antonio & South Texas

2021 – Present, Board Member, National Association of Personal Financial Planners

Meet Brie

After several years in Indianapolis, IN, Brie has returned to her hometown of San Antonio to be closer to family and quality Tex-Mex food. Outside of the office, she enjoys spending time hiking, cycling, traveling, reading, and attending events around San Antonio. She is a PROUD Aggie and an avid football fan. She and her husband, Luke, are also Spurs season ticket holders.