Brett started his career at Morgan Stanley in 2001. Brett has focused his talents on serving the needs of high-net worth individuals as well as corporations. Brett is responsible for designing and implementing financial plans that help clients attain the retirement lifestyle they aspire and guide corporations and their employees in choosing the most suitable investments. Brett's extensive knowledge in financial planning ensure that our group provides comprehensive financial planning to all our clients. Brett is a CFP® Certificant and holds his Series 7, 31, 63, 65, and Life and Health insurance licenses. Brett, wife Leigh, and daughters, Shiloh and Paisley live in Saint Louis with their Springer Spaniel Gauge. Brett enjoys anything outdoors, fly fishing, shooting sports, golf and spending time with friends and family.
Services Include
- Wealth Planning
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Trust Services
- Philanthropic Management
- Asset Management
- Planning for Education Funding
Securities Agent: NJ, AR, CA, CO, IL, MO, TX, KS, FL, DC, NY, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1738472