Brett is dedicated to helping our clients achieve their financial goals and work toward financial prosperity. As a financial advisor, he places great importance on actively listening to each individual, understanding their priorities, and deriving personal satisfaction from crafting clear and comprehensive financial plans to help enable them to actualize their dreams. Brett is passionate about educating others about retirement and investments, as well as continually building fruitful caring relationships with our clients.
After earning his bachelor's degree in economics from Virginia Tech, Brett embarked on his career as a financial advisor in 2021. He has focused on assisting young families, school faculty, and small business owners in San Antonio, Texas, reach their financial goals. Now, as he returns to his home state of Virginia, Brett eagerly embraces a new chapter in his life, where he can provide guidance and support to those in his local community. Though early in his professional journey, Brett supplements his experience with attention to detail, unwavering tenacity, and genuine care for each person he meets.
Growing up in Bristow Virginia, only a few miles from Jiffy Lube Live, Brett developed a love for music of all genres. When he is not discovering new tunes, he enjoys indulging in his interests in football, dogs, and culinary experiences. Sharing discoveries, be it new restaurants or music, with close friends gives him a deep sense of joy and fulfillment. Above all, Brett's greatest loves in life are his parents, siblings, and his beloved dogs, Baloo and Stella.
Education and Certifications
- B.A., Economics, Virginia Polytechnic Institute and State University (Virginia Tech)
- Series 7, 66, and Life and Health Insurance Licenses