Britni Mosher | Wealth Management Relationship Manager Boerne TX Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Britni Mosher

Britni Mosher

Associate,
Relationship Manager

Financial Advisors

Britni Mosher is a relationship manager based in Boerne, TX.

CAPTRUST welcomed Britni to our team in 2021. As a relationship manager, she supports the firm’s operations by building financial plans, maintaining client accounts, and cashiering. Additionally, Britni prepares performance reports, reconciliation, and tax returns for clients.

Britni joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where she served as an associate wealth advisor. She earned a Bachelor of Science degree in personal financial planning from Texas Tech University.

In her free time, Britni enjoys keeping up to date on shows, going to the gym, and cuddling with her Great Dane.

Education

  • Bachelor of Science degree in personal financial planning from Texas Tech University
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