Brie Mu
Brie is an accomplished client service specialist who excels in providing personalized back office services to clients and advisors in the wealth management industry. With over 10 years of experience, Brie has a proven track record of building strong client relationships and delivering exceptional results.
In her current role at Croft Financial Group, Brie focuses on supporting the end-to-end process of account opening, maintenance, and communication with clients and advisors. Her expertise ensures smooth operations and exceptional service, enhancing the overall client and advisor experience.