Brea joined our team in the summer of 2024 as an Investment Support Specialist with a Bachelor of Science degree in Economics from the University of Oregon. After five years in mortgage lending, and a passion for finance and client service, Brea made a career change to further pursue the financial planning industry. As an Investment Support Specialist, Brea assists our advisors with building customized financial plans, client meeting prep, case analysis, and executive summaries, while providing five star client service with a keen attention to detail and thoroughness.
In her free time, Brea enjoys reading, spending time with her family, and exploring the Oregon coast.
Fun Facts:
- What is your ideal vacation spot?
My ideal vacation spot is along the Oregon coast.
- Favorite sports team or hobby?
My hobbies include reading, hiking, and rockhounding.
- What was your first job?
My first job was a barista at the University of Oregon while attending school there.
- What do you most enjoy about working at Ascend Wealth Partners?
Working with Ascend Wealth Partners, I equally enjoy the close-knit family dynamic within the team, and the financial literacy that both I and families within the community acquire daily through our work.