Breea serves as an Administrator of DHJJ Financial Advisors. She is responsible for client services, client reports, operations, maintaining our CRM database and involvement in daily client account reviews. She is also responsible for the implementation and monitoring of client accounts as well as working with the firm’s custodian, Charles Schwab & Co., Inc.
She has worked as an Administrator with DHJJ Financial Advisors and the affiliated CPA® firm of DHJJ since 2012. She brings 12 years of previous experience in office coordinating and executive assisting from a career in the music and film industry, in Los Angeles, California, and locally in Illinois. She’s a graduate of Anderson University with a Bachelors of Fine Arts in Public Relations & Business Administration and completed an intensive Film Studies Program in Los Angeles.
Outside of Work:
She checked her goal of performing at Carnegie Hall off her list while in college and continues to perform locally with the Batavia Community Band.
Other things that keep her busy are swing dancing, golf, her three nephews, cheering on the Chicago White Sox and Blackhawks, and an affinity for classic cars and all things vintage.