Brea Dantin
Retirement Plan Consultant, Shepherd Financial, LLC
Brea Dantin is listed as Retirement Plan Consultant, Shepherd Financial, LLC. B2DB records 2 sessions at 1 conference in 2026, most recently PLANADVISER 360 2026 (November 2026). Speaks mainly on Breakout 2.
Compiled from published conference agendas; not yet confirmed by Brea. Is this you? Claim this profile.
- Topics: Breakout 2
About
Brea is a Retirement Plan Consultant at Shepherd Financial. Prior to joining Shepherd Financial in 2025, Brea was a Retirement Plan Advisor at MJ Retirement, where she advised retirement plan committees and oversaw the department’s operations. Brea is listed as a PLANADVISER Top 100 Retirement Plan Adviser. She has a Bachelor of Arts in Spanish from University of Evansville.
Sessions at 1 conference
PLANADVISER 360 2026 9 November 2026 – 11 November 2026
- Data-Driven Designs Panellist · 10 November 2026
- What I Wish I Knew Earlier Panellist · 10 November 2026
Spoke alongside
People who have shared a session with Brea at events on B2DB.
- Lisa Buffington Senior Vice President - Retirement & Wealth · Marsh McLennan Agency 2 shared sessions
- John Bartlett Director of Retirement Services · CFS Investment Advisory Services 1 shared session
- Amy Glynn President · Viking Cove Institute 1 shared session
- Chuck Williams CEO · Finspire 1 shared session
- Deena Rini Co-Managing Director, Health and Benefits, Managing Director, Retirement Plan Services · Oswald Companies 1 shared session
- Keith Gredys CEO and President · Kidder Advisers, Inc 1 shared session