Advisor Services Representative
Bree has been involved in the financial services industry since 2018. She was a client services manager for Capital Directions until it joined with Savant in 2023.
Bree earned a bachelor of science degree in business administration from Portland (OR) State University. She enjoys the outdoors, cooking, working out, reading, and spending quality time with her family. Bree lives in Alpharetta, GA with her husband, son, and golden retriever.