Britni Mosher

Britni Mosher is a financial professional based in Boerne, Texas, who currently works as a Senior Associate Advisor at CAPTRUST.13 Here are some key details about her:

Professional Background

Britni joined CAPTRUST in 2021 as a relationship manager.1 In her role, she supports the firm's operations by:

• Building financial plans
• Maintaining client accounts
• Cashiering
• Preparing performance reports
• Handling reconciliation
• Preparing tax returns for clients1

Prior to joining CAPTRUST, Britni worked at Covenant Multifamily Offices, a multidisciplinary financial advisory firm, where she served as an associate wealth advisor.1

Education

Britni holds a Bachelor of Science degree in personal financial planning from Texas Tech University.1

Work Location

She is based in CAPTRUST's Boerne, Texas office.12 The office provides wealth management services to individuals, business owners, and families, as well as investment advisory services to nonprofit endowments and foundations in the area.2

Personal Interests

In her free time, Britni enjoys:

• Keeping up to date on shows
• Going to the gym
• Spending time with her Great Dane1

While her current title is listed as Senior Associate Advisor in the query, it's worth noting that her profile on CAPTRUST's website refers to her as a relationship manager.1 This discrepancy might be due to a recent promotion or an outdated information on one of the platforms.