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