As a Retirement Plan Relationship Manager, Breanne works alongside the advisors in the office to help service all aspects of client accounts, including managing clients’ daily needs as well as addressing any questions and concerns that may arise. She truly enjoys helping clients pursue their financial goals and feels a sense of pride when clients feel good about their financial wellness.
Breanne is a graduate of the University of Michigan with a Bachelor of Arts in Social Psychology. She was a Track & Field Athlete at U of M, a 4-year Varsity Letter winner and Team Captain her Senior year. Following college, her athletic career continued as a member of the US National Women’s Bobsled team where she competed on the World Cup Tour as a brakeman and later trained as a driver. When she finally settled into a career, she found the financial services industry both interesting and fulfilling. Breanne joined the financial services industry in 2006 where she specialized in corporate qualified retirement plans. In 2009, she began assisting Scott Kanai and Thomas Proos with client relationship management and service. She holds securities registrations Series 7, Series 63 & Series 65 as well as a Life, Health & Variable license in the State of Michigan.
She is a resident of Hudsonville, MI with her husband and three children. She is an avid crossfitter and health-nut. Breanne spends much of her time participating in outdoor activities, such as boating, swimming, camping, and hiking. She is active at Crossroads Bible Church and has a deep passion to raise awareness regarding human-trafficking. She regularly steps into movements and educational events to advocate for women and children among the victims.