Brea is the Chief Operating Officer and a Principal at ProCourse. As our most tenured advisor, she has specialized in retirement savings and employee benefits for over 16 years. Her client experience includes working with qualified and nonqualified retirement plans of publicly traded and privately held companies, as well as for-profit and non-for-profit organizations.
In addition to client relationships, Brea is responsible for overseeing the operations program for the firm. She places a high degree of priority on ethics and transparency. She has led the company in implementing reporting systems and processes that offer a level of both qualitative and quantitative information that is uniquely intuitive for plan sponsors’ perspectives. She has spoken on a number of panels to discuss the importance of such systems.
Her diverse experience offers her an unparalleled pulse on trends in the retirement plan industry which she leverages to assist clients in improving their plans for plan sponsors and participants alike. Prior to starting her career at ProCourse, she received her BA from the University of Evansville and is a proud Indiana resident. Brea resides in Westfield with her husband and Shih Tzu’s.
› BA, Spanish, University of Evansville
› Investment Advisor Representative
› Accredited Investment Fiduciary (AIF®) designation