Designations and Licenses

Bre is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® and a Chartered Retirement Planning Counselor℠ professional.

Experience and Education

Bre advises clients through all stages of their lives, providing wealth management solutions including investment management, estate planning, tax planning and retirement forecasting. She also works with corporate executives on advanced estate planning strategies to maximize equity compensation, while managing risk and tax implications.

Prior to joining Mariner, Bre spent eight years with Merrill Lynch. During that time, she provided clients with customized investment management and comprehensive goals-based planning.

She has a bachelor’s degree in finance from the Broad College of Business at Michigan State University.

Personal Interests

In her free time, Bre enjoys running, playing golf and listening to live music.