Bri McNeil
Financial Services Coordinator

Bri is a Coordinator with the Financial Advisory Services Team. She brings a strong commitment to clear, proactive communication, integrity with every interaction, and continuously improving processes to support long-term financial health. Before stepping into her current role, she spent four and a half years managing HOA accounts and communities.
Outside of work, Bri brings her creativity and community spirit to life through a variety of passions. She owns a stained‑glass business and can often be found soldering new pieces. She also hosts weekly trivia and bingo events for her local food cart pod — along with occasionally leading bingo events that benefit nonprofits across Central Oregon. When she’s not behind the microphone or working on her latest glass design, she enjoys spending time with her beloved lab mix, Robert, and her Mexican Street Dog named Papaya. A fun fact about Bri: snails are among her favorite creatures. She’s even had a couple of pet snails over the years and absolutely adores them.




