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Bri is an Advisor with First Investments & Planning. She works with high net worth clients to help them achieve their overall wealth management goals.
Bri joined First National Bank of Omaha as a Management Trainee in June 2017 and joined First Investments & Planning in March 2018. She earned her Bachelor’s Degree in Political Science from The University of Nebraska-Omaha and is currently pursuing a Master’s Degree in Business Administration with a concentration in Investment Science from UNO. Bri holds her Series 7 & 66 securities registrations and is licensed in Life and Health Insurance .
Bri is always looking for a new adventure; whether that be from running half-marathons or learning a new language, she embraces the challenge and seeks them regularly. When she’s not on the run, you can find her traveling to new places, attending baseball games with her family – she’s been to almost every MLB stadium – and volunteering for Omaha organizations such as the Salvation Army and Lutheran Family Services.
Bri’s top places to visit are Alaska and Hawaii, and her lifelong dream is to climb one of the Seven Summits of the world.
14010 FNB Parkway, Suite 200
Omaha, NE 68154
I’m zealous about helping others achieve their goals. I am fortunate to help our clients do this every day through my knowledge and direction.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE