1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
- With CAPTRUST Since 2021
- 210.526.0057
-
114 East Highland Drive
Boerne, TX 78006
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
News & Resources
Wealth Management
Resources
2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Announcements
2 months ago
CAPTRUST Grows Texas Presence with the Addition of Covenant
Firm Also Announces the Closing of Ellwood Associates, Surpassing 1,000...
Wealth Management
3 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
