Bree started her career in Financial Services working for her father. Her career in the industry has spanned over the last fourteen years, where she has held administrative roles at Waddell & Reed and Hale Lamb & Associates (LPL RIA hybrid). Most recently, she is an LPL employee taking on the role of Client Experience and Operations Manager with Drishti Wealth Management. Bree brings a depth of knowledge regarding LPL processes and procedures that facilitates advisors and clients collaborating towards achieving their investment goals.
Bree lives in Central California with her husband, kids, and two dogs. She enjoys hiking, camping, traveling along the coastline from Monterey to Cambria, and kayaking.
Favorite Quote:
"Never give up on a dream just because of the time it will take to accomplish it. The time will pass anyway."
-Earl Nightingale-