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Brittany Lee

Brittany Lee

Administrative Associate

Brittany, an administrative associate for Planners Financial Group, LLC started working for the firm in June of 2019. After graduating from Carroll University in Waukesha with a political science degree, she worked in, and managed, restaurants around the Brookfield, WI area before entering the finance world.

As part of our operations team, Brittany handles all types of account paperwork, helps to prepare for client meetings, updates the client files, and maintains a clean and precise office environment. In addition, Brittany oversees the marketing for the firm from client mailings to social media. She enjoys working with clients and draws on her many years of customer service experience to be one of the friendly voices you hear on the phone and provide exceptional service.

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.