While studying at the University of Delaware with a dual major in Finance and Financial Planning & Wealth Management, Garrett began a dynamic journey in the financial services industry, working with multiple Registered Investment Advisors along the East Coast. These experiences sharpened his knowledge for delivering personalized, thoughtful financial planning.
Now a member of the Allegiance team, Garrett brings a strong commitment to learning and continuous growth, always seeking innovative ways to support clients and contribute meaningfully to the evolving landscape of wealth management. With a focus on collaboration and integrity, he helps foster a client-centered culture that emphasizes trust, transparency, and lasting impact.
When not immersed in financial planning, Garrett enjoys playing basketball, working out, watching college football, barbecuing on the grill, or playing with his French Bulldog named Cheeseburger.
Education and Certifications
- B.S., Financial Planning and Wealth Management, Finance, University of Delaware
- Securities Industry Essentials® (SIE®) Exam