Committed to delivering her clients a best-in-class service experience and a maximum return on investment, Bree partners with every client to secure financial peace of mind.

After nearly two decades in the corporate sector where she specialized in communications, community impact, and strategic programming and partnerships, Bree launched her own financial services practice. Today, she brings her combined expertise in strategic planning and a genuine passion for helping people succeed to ensure her clients’ meet their short- and long-term financial goals.