Administrative Operations Manager
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 has taken a role as the Administrative Operations Manager with Drishti Wealth Management and LPL. Bree brings a depth of knowledge regarding LPL process and procedures that facilitates advisors and clients collaborating to achieve 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.
"Never give up on a dream just because of the time it will take to accomplish it. The time will pass anyway."