Bree Howard brings over a decade of experience in private banking to her role as a Wealth Advisor at Heirloom Wealth Management. Previously, she led the private banking division of a regional bank, where she built enduring relationships with high-net-worth clients and families by delivering strategic, personalized financial solutions. Her leadership and dedication to excellence were recognized when she was named a 2024 Rising Star Women Leader in Banking.

Motivated by a desire to offer clients greater independence, transparency, and tailored advice, Bree made the intentional decision to transition into the RIA space. Her deep expertise in navigating the financial complexities of affluent families makes her a trusted partner and advocate in helping clients achieve their long-term goals with confidence and clarity.

A proud Colorado native with strong community ties (her father was a former Denver Bronco), Bree is actively involved in local philanthropy and currently serves on the board of the Castle Rock AdventHealth Foundation. As a working mother, Bree is especially passionate about helping families align their wealth with their values so they can focus on what matters most—spending meaningful time with the people they love.

She and her husband are high school sweethearts and live in Castle Pines with their twin children, Michael and Olivia. Outside the office, Bree is a devoted mom who can often be found cheering on her kids at their many extracurricular activities. She also enjoys hiking Colorado’s scenic trails with their family dog (Winnie Girl), golfing, gardening, and traveling with her family.

Bree holds a bachelor's degree in Biology and originally attended Colorado State University with plans to pursue veterinary medicine. Her unexpected pivot to finance—discovered while working in banking during college—continues to shape her values, including a lifelong passion for animal welfare.

Grounded in integrity, driven by purpose, and inspired by connection, Bree is proud to bring her expertise and heart to Heirloom Wealth Management, where she helps clients and their families thrive—financially and beyond.