About Me

Brett has a passion for investing and working with others, two qualities that have made him a fantastic fit since joining the team in January 2022. He has an unwavering commitment to putting clients’ interests first and believes in deepening relationships with a friendly, positive attitude.

Brett spent his previous role as a Portfolio Manager, implementing investment strategies to help ensure clients reached their long-term investment goals. During this time, Brett earned his CERTIFIED FINANCIAL PLANNER^® designation to broaden his industry knowledge. He also holds his FINRA Series 7 and 63 securities registrations, as well as his life insurance licenses. Brett graduated from The Ohio State University in 2016 with Bachelor’s degree in Finance and Marketing. He credits his time there with developing his strong interest in investing.

Brett and his wife, Lauren, have two daughters, Charlotte and Emma. Other than spending time with his growing family, his hobbies include running, golfing, traveling, and cheering on his favorite sports teams (especially the Buckeyes).