Bree serves as the lead Private Wealth Advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held, family-owned businesses, private foundations, and endowments. She works closely with clients to help them articulate vision and purpose for their wealth. Bree seeks to gain a complete understanding of family, lifestyle, career, philanthropic and wealth planning goals, and then identifies and engages her Client Strategy Team to create a unique and constantly evolving wealth plan and strategy to help meet these tailored goals.Strengths: Understands and leverages the power of networking across business channels, driven leadership style, contagious energy, passion to succeed, disciplined approach to wealth management, navigating unique family dynamics, goals based planning, charitable planning, customized lending, holistic coaching, strong emotional intelligence, and strong risk management skills. Passionate about serving women experiencing various life transitions and empowering them to take ownership of their financial journey.