Associate Financial Advisor
Brett has dedicated his career to strategically helping others achieve their goals - first in the technology industry before pivoting to wealth management after realizing this is where his true passion lies.
In his previous role, Brett 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 obtained 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’s background, interest in finance, and shared values are what drove his desire in joining our team. He has an unwavering commitment to put clients’ interests first and believes in deepening relationships with a friendly, positive attitude.
Brett has his Bachelor’s degree in Finance and Marketing from The Ohio State University and credits his time there for developing his interest in investing. When markets are closed, Brett is usually traveling with his wife Lauren, running around Columbus, or cheering on his favorite sports teams (especially the Buckeyes).