Meet Gen 2
Brett is a seasoned Financial Planner with over 15 years of experience helping, educating, and coaching clients toward achieving their financial goals. He believes in providing personalized service to every client and takes pride in making financial education both comfortable and easy to understand.
Originally from Baltimore, Maryland, Brett was inspired by his father, John, who had a successful 45-year career in the financial services industry. Today, Brett continues to serve many of those long-standing relationships — some spanning over 40 years and three generations of families.
Brett has been recognized twice in Baltimore Magazine, featured in both the “Leaders in Finance” and “Best of Baltimore” issues.
He holds a B.S. in Business Management from Belmont Abbey College in North Carolina, where he also played collegiate baseball. Professionally, Brett holds Series 7 and Series 66 licenses, and is licensed in life, health, and variable insurance. He also carries the BFA® (Behavioral Financial Advisor) and AIF® (Accredited Investment Fiduciary) designations.
Based in Sarasota, Florida, Brett enjoys golfing, following sports, reading, and staying active.
Notable Accomplishments
-Featured in Baltimore Magazine as a "Leader in Finance"
-Baltimore Magazine's "Best Of" Issue -- Thought Leader of the month.
-Multi-Year "Leaders Conference" Qualifier with MetLife*
- -Multi-Year "Million Dollar Roundtable" Qualifier**
- -Vice President Advisor Development --Creative Financial Network
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
**Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.