Brett works with clients to help ensure all financial plans and investment strategies are solution focused and designed to help them pursue their goals. His specialty is alternative investments, working toward retirement goals. Brett’s practice focuses on Police and firefighters. As well as benefits for the small business owner looking to compete in today ever changing world.
Brett is an active community volunteer. He is a graduate of leadership 21. A member of the police and firefighter motor cycle club which raises money for fallen first responders. Other charitable activities include actively working with the Lauren Hill Foundation. Memberships include Harrison Masonic lodge. Harrison Moose lodge. The VFW and American Legion. As well as Harrison Rotary.
LICENSES HELD THROUGH LPL FINANCIAL
- Series 7,66, 62
- Insurance license OH, IN, KY