Britanie Kersey

Licensed Insurance Agent
CA License #: 0K71579

Britanie is a licensed insurance agent at Lighthouse Financial & Tax and an executive assistant to Jim. She has been involved in the financial industry since 2014, starting as an Administrative and Client Relations Representative after receiving her bachelor’s degree from Brigham Young University. With an understanding on the clerical side of the business, she ensures that client confidentiality and asset protection are treated with utmost care and security. She helps Jim’s clients transition into retirement confidently and enthusiastically.

Britanie has an enthusiasm about the world around her and enjoys traveling. She has lived abroad in South Korea, where she learned the language and culture. It is her dream to travel the world and engage in international relationships. In her free time, Britanie is involved in community volunteer opportunities. She finds peace and serenity in the outdoors and cherishes her time in nature by participating in outdoor sports such as hiking, kayaking, and camping.

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If you would like to learn more about Lighthouse Financial & Tax or would like to schedule a complimentary, no- obligation consultation, please contact us today.