Bragg Financial Announces Employee Advancements

At Bragg Financial, investing in our people is an important part of how we continue to serve clients and grow as a firm. We are pleased to announce new roles for four valued team members whose talent, dedication, and leadership have contributed meaningfully to our success.

Heather Pitman Named Director of Client Operations

Heather Pitman

Throughout her eight years with Bragg Financial, Heather has brought clear thinking, strong organizational leadership, and a talent for solving complex challenges. Her deep operational knowledge and steady problem-solving approach have made her an important partner across the company.

As Director of Client Operations, Heather will oversee key operational functions that support the client experience and the firm’s continued growth while continuing to serve her client relationships. In this expanded role, she will strengthen coordination across teams, improve processes, and help ensure Bragg Financial remains well positioned to serve clients with excellence.

Crystal Draper Named Client Service Manager

Crystal Draper

During her six years with Bragg Financial, Crystal has demonstrated strong leadership and a commitment to exceptional client service. She has played a key role in strengthening our culture at Bragg Financial.

As Client Service Manager, Crystal will lead the Client Service Team while continuing to serve her client relationships. Her management responsibilities will include upholding our high standards of care and follow-through, mentoring and developing team members, and continuing to enhance the overall client service experience.

Marta Keiser Named Wealth Planner & Advice Team Operations Specialist

Marta Keiser

Since joining Bragg Financial in 2011, Marta has served in a variety of roles, including client service and as a financial planner, giving her a broad understanding of the firm and how we serve clients. We are pleased to announce that she will continue in her role as Wealth Planner while expanding her responsibilities to support the operational needs of the Advice Team.

In her expanded role, Marta will partner with firm leadership and members of the Advice Team to support the implementation of planning systems and software, identify process improvements, and bring practical insight from her day-to-day planning work. This blend of planning experience and operational efficiency will help the team deliver advice consistently and effectively.

Taylor Saenz Named Client Experience Manager

Taylor Saenz

Since joining Bragg Financial in 2022, Taylor has played an important role in supporting clients, guests, and colleagues. Her warmth, attention to detail, creative mindset, and collaborative style help create the kind of experience we want every person to have when they interact with our firm.

As Client Experience Manager, Taylor will lead the firm’s front office team and help ensure every client and guest is welcomed with care, professionalism, and thoughtful attention. She will help make each interaction with Bragg Financial feel personal and consistent with the high level of service our clients expect.

Congratulations

These promotions reflect Bragg Financial’s belief in delivering an unmatched client experience while developing talented people and building strong teams. Please join us in congratulating Heather, Crystal, Marta, and Taylor on these well-deserved new roles.