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 the Director of Operations at Lumin Financial, Brittany oversees many different areas of the business. One of Brittany’s main roles is improving internal processes through analyzing current processes and implementing 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 in 2016. 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 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 spending time with her fiancé, Austin, and their German Shepherd, Wyatt. After purchasing their first home, most weekends are spent on home improvement activities and planning their upcoming wedding. Brittany also enjoys traveling, being with family, and relaxing by the pool in the summer. 

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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.

 

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