Brittany Lee

Brittany Lee

Administrative Associate

Brittany started working in the finance industry in June of 2019. Prior to the finance world, Brittany worked in and managed restaurants in and around the Brookfield, WI area. She graduated Carroll University in Waukesha with a political science degree in 2018.

Brittany works the front desk of Planners Financial Group, and assists in the operations department. She mostly handles account processes, the marketing via web and social media, as well as organzing and maintaining a clean and precise office environment. 

Brittany lives in Milwaukee with her husband, Nick, and two dogs (Olive and Scarlett). She loves to cook, hike, and train jiu jitsu in her free time. This also includes teaching/ coaching fitness classes to kids and adults. Brittany also loves to travel with her husband, friends, and family as often as possible.

Phone 414-282-4000 x421
Fax 414-282-7700