Brittany Smith
Brittany is involved with the National Association of Plan Advisors (NAPA), serving on the Women’s Initiative Committee that is focused on addressing the challenges and opportunities of women in the industry, both personally and professionally. She is passionate about educating women on wealth and empowering them through investment knowledge. She believes that in order to build women’s confidence and financial literacy, we should be comfortable talking about money and investing. Therefore, she started a round table series, named Coffee Talk, to begin those conversations and help get women engaged in the conversation.
She delivers advanced retirement plan consulting services to corporate clients and has earned the Accredited Investment Fiduciary (AIF®) designation.
David McBee
David has served as a financial advisor and an institutional advisor for over twenty years. David has a passion for educating employees in a manner that is fun, apporachable and engaging.
As both a 401k advisor and private wealth advisor, David brings a unique perspective to companies for plan design as he sees how employees actually use this benefit in real life.
David believes that too often emotion plays a key part in an investor's suceess or failure. His vision is that Concise Advice will be the resource employees rely on for thier investing questions.
