Bree Perea, Registered Assistant
Bree has been with the firm off and on since 1996. She was born and raised in Arizona and graduated from Prescott High School in 2003. She attended Yavapai College with the goal of becoming a financial planner. During her first accounting course, she fell in love with accounting and changed her major.
Once she completed her associate’s degree in business at Yavapai College, she continued online courses while remaining in the Prescott area. She worked at Costco for just over 8 years during which she met her husband, finished school, and had two children (not all in that order)! She completed both her bachelor’s and master’s degrees in accountancy with the University of Phoenix online while raising a little one. She finished a week before her son turned 3. She is still not sure how she managed all that and worked full time!
In January 2014, after having two children and finishing her studies, she started doing taxes with Jodi. Soon after, in April 2014, she became an assistant to Jodi, Charlie and John. Bree holds her Series 7 and 66 securities registrations and Enrolled Agent (tax preparer) qualification.
In her spare time, she enjoys spending time with her husband and children, Jayden and Hailey. She enjoys watching them play sports and she also enjoys traveling, mountain biking, hiking, shopping, swimming, and reading.