Bree Rutherford

Bree Rutherford

CASE DESIGN & INCOME PLAN SPECIALIST

1-866-417-4156

bree@wasmithfinancial.com

Bree has been on the team for over a decade and has developed many wonderful relationships with W. A. Smith Financial clients, which is one of her favorite parts of the job! As the Case Design & Income Plan Specialist at W.A. Smith Financial Group, she assists our advisors with evaluating portfolios with our Portfolio Stress Test. Bree also assists advisors in various case preparation and development of retirement income plans for clients.

Bree graduated from Bowling Green State University and joined the team at W.A. Smith Financial Group in 2005. Bree and her husband, Kevin, have two children: son, Troy and daughter, Avery. In her spare time, she enjoys baking and watching the kids play in their various sports.

GETTING TO KNOW BREE

Favorite holiday: Thanksgiving

Favorite quote: “Life is not measured by the number of breaths that we take, but by the moments that take our breath away.”

Hidden talent: I can make something good to eat without a recipe!

Biggest accomplishment: My children, Troy and Avery

Best piece of financial advice you’ve ever received: Don’t buy anything you can’t pay cash for.

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  • Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.