At Lumin, we take pride in our strong team-oriented culture. Although each team member brings something unique to the table, we share these core values:

  1. Passion to Deeply Understand and Serve
  2. Embrace Ongoing Desire to Improve
  3. Promote Teamwork and Inspires Winning Attitude
  4. Support Family and Personal Time

Find out more about our team by reading our bios below!

Brittany Rees

  • Director of Operations
    brees@luminfinancial.com

    As an Operations Analyst at Lumin Financial, Brittany contributes to many different areas of the business. One of Brittany’s main roles is helping with process improvement through analyzing current processes and suggesting changes to increase efficiency and automation. Some of her additional duties include marketing, CRM, billing, and overseeing the portfolio data-management and reporting software. Brittany also works closely with the firm’s CCO to develop and maintain an effective compliance program in order to mitigate risk and protect clients against potential threats.

    Brittany attended the University of Michigan – Dearborn, where she earned her Bachelor of Business Administration in Finance. She was a member of the American Marketing Association and held a position on the chapter’s executive board as the Vice President of Finance.

    What experiences prepared Brittany for her role at Lumin?

    For seven years, Brittany has coached at the varsity and middle school levels. Through her experiences, Brittany has enjoyed demonstrating the importance of team work to young athletes. She strongly believes that hard work is the key to success and applies this to all aspects of her life.

    What does Brittany like to do for fun?

    Brittany enjoys attending U of M football games in the fall, relaxing by the pool during the summer, and spending time with family and friends all year round. She also loves to travel and experience new things.

Enewsletters

Tell A Friend

Featured News

Investment advisory services offered through Lumin Financial LLC, which is an independent Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this site.