Associate Financial Advisor
Brett has a passion for investing and working with others; two qualities that have made him a fantastic fit since joining the team in January 2022. He has an unwavering commitment to putting clients’ interests first and believes in deepening relationships with a friendly, positive attitude.
In his previous role, he spent nearly four years as a Portfolio Manager implementing investment strategies to help ensure clients reached their long-term investment goals. During this time, Brett earned his CERTIFIED FINANCIAL PLANNER™ designation to broaden his industry knowledge. He also holds his FINRA Series 7, 63, and 65 registrations, as well as his life insurance license. Brett graduated from The Ohio State University in 2016 with Bachelor’s degree in Finance and Marketing. He credits his time there with developing his interest in investing.
Brett and his wife Lauren welcomed their first daughter, Charlotte, in November. When he isn't cleaning baby bottles, Brett is usually exploring Columbus with his family and friends, traveling, or cheering on his favorite sports teams (especially the Buckeyes)