Brett is a proud 2nd generation Financial Planner. His father, John, had a long and distinguished 44 year career in the industry serving many individuals and families and helping them strive to meet their goals and protect their loved ones. Brett has qualified multiple times for the Million Dollar Roundtable* honor, as well as multiple Leaders Conference qualifications for a small top percentage of firm advisors.
Over his career, there are 3 things that Brett has grown to believe in the financial services industry:
- Financial advice should be easily attainable, affordable and not intimidating.
- A great financial advisor focuses on the “who” not the “what”. Behind every dollar is an individual, family, dream, personal story, success and optimism for the future.
- A team working toward one goal, focused, accountable and realistic, has endless possibilities.
The real power in this business is hearing about successes and relationships over the years and decades. It is a true honor to serve my clients as their loyalty keeps the doors open and the business expanding every day!
Brett is a 2nd generation financial planner, with his father John spending over 43 successful years in the industry and passing on his knowledge down after working side by side with Brett for many years.
Brett was born and raised in Baltimore, Maryland. Throughout his life he played baseball, winning a High School Maryland State Championship with Calvert Hall College High School as well as a Southeastern Regional Championship which earned him a College World Series Appearance with Belmont Abbey College in Belmont, NC.
Brett and his wife, Cameron, whom he originally met in college currently reside in Ballantyne. Cameron was born and raised in Charlotte with her 6 brothers and sisters and currently works in Medical Research.
Brett’s parents, John & Robin, are retired and live in Sarasota, Florida where they play golf and enjoy the year-round warm weather. John & Robin have been a tremendous influence on Brett’s life and are amazing parents and role models.
*Qualifying membership in the MDRT is based on minimum commission 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.