Brett Burchett, CFP®, AIF®, CPFA®
Financial Advisor
A bit about his background:
Brett was born and raised here in Lincoln, NE. Throughout his childhood, he had many experiences with money that inspired him to eventually pursue a career in helping people with their finances.
Education:
- University of Nebraska-Lincoln, Finance
- Northwestern University, Certificate in Financial Planning
Designations:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Certified Plan Fiduciary Advisor (CPFA®)
What Brett loves most about his role:
“My favorite thing about my role is helping clients steward their money in a way that helps them live a life of significance that is shaped by their values, goals, and aspirations.”
Outside of work:
Brett lives in Lincoln with his wife, Jensyn, and their dog Oakley. He has a heart for the community and can be found serving in many capacities around Lincoln. Outside of the office, he enjoys playing a casual game of golf, spending time outdoors, and having quality time with his family and friends.
His community involvement:
- Lincoln Berean Church
- Junior Achievement of Lincoln
- Lincoln Rotary Club #14
- Friends of Silver Hawk Theatre
- Kingdom Advisors
- Society of Financial Service Professionals (FSP)
- National Association of Insurance and Financial Advisors (NAIFA)
- Financial Planning Association (FPA)
- Lincoln Estate Planning Council (LEPC)
- Lincoln Independent Business Association (LIBA)