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Published on Jul 29, 2015
Brett's client centric approach to planning focuses on education, advocacy, and coordination of the goals individuals have for themselves and their family. This holistic approach considers investment, retirement, estate, tax, education, and insurance objectives in shaping a financial plan tailored to the needs of the client.
Brett has worked extensively on an individual basis with university professionals. This group includes Professors, Deans, and Provosts at campuses across the United States. He is experienced in the unique planning challenges and opportunities that their benefit programs present. It is a role of educating educators, and equipping them with the knowledge necessary to make informed and educated decisions.