Brie is happily one of the first friendly faces clients meet and one of the familiar voices they come to know at Quo Vadis Wealth. As Director of Operations, she believes that building trust begins with making every client feel reassured that they're in the hands of someone who cares. Whether she's answering a question, helping with paperwork, or simply taking the time to listen, Brie strives to make every interaction a positive one.
She traded the automotive industry for the financial industry in 2022, bringing with her a passion for and enjoyment of serving others. She works closely with clients through every stage of the process, from the initial meeting to opening new accounts and navigating paperwork, to warm and thoughtful support during the many transitions life can lead us through. While she's frequently behind the scenes, she knows that the details matter, and she takes pride in creating a smooth, thoughtful experience, so clients and their advisor can focus on what truly matters.
Brie joined Quo Vadis Wealth when the firm was founded in May 2026 and has thrived helping open and establish the office in a culture where the focus is relationships- never sales. She's grateful for the opportunity to walk alongside individuals and families through every season of life, offering warmth and support as careers evolve, families grow, children become parents themselves, and new chapters begin. Her greatest reward is knowing that she made a difference, no matter how small.
Outside the office, Brie enjoys spending time with her children and her dog, Luna, getting lost in a good book, and learning about mythology, history, and just about anything that sparks her curiosity. Her love of learning and connecting with others carries into every aspect of her life, both personally and professionally.