Bri is an Associate with the Private Client Services team at First National Bank Wealth Management. 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, subsequently joining First Investments & Planning in March 2018. She earned her Master’s Degree in Business Administration and a Bachelor’s Degree in Political Science, both from the University of Nebraska-Omaha. Bri holds her Series 7 & 66 securities registrations, as well as insurance licenses in Life, Health, and Annuities. She is currently pursuing a Certified Financial Planning (CFP) designation from the American College of Financial Services.
Bri is always looking for a new adventure; whether that be from running half-marathons or traveling to new places, she embraces the challenge and seeks them regularly. When she’s not on the run, you can find her trying new restaurants with her husband, giving back to the Omaha community through multiple non-profits, or attending sporting events. Bri’s favorite places to visit are Scotland and Hawaii, and her lifelong dream is to climb one of the Seven Summits of the world.
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.