Brett works with his clients to provide a clear understanding of their financial situation while also creating strategies to help pursue their financial goals. Whether it is getting started in the financial planning process (building wealth and becoming debt-free) or preparing for retirement (preserving assets and helping to increase income), he enjoys walking alongside his clients through every step of their financial journey.
Although Brett has clients in all sectors of the workforce, he has a passion for education and specializes his practice by developing financial plans for teachers and educators.
During his senior year of high school, Brett was introduced to the career path of financial advising. With new aspirations and goals in mind, Brett obtained his insurance and securities licenses immediately following his high school graduation and started his career as a financial advisor. While doing this, he continued his education and graduated from the University of Nebraska-Lincoln with a degree in finance.
His service includes serving in the youth ministry at Lincoln Berean Church, teaching personal finance classes to middle and high school students through Junior Achievement of Lincoln, judging high school speech with Lincoln Southwest High School, and judging district and state competitions with Nebraska DECA. Brett is also a member of the Rotary #14 club where he helps lead the High School Scholarship Committee.
He is a member of various other clubs in Lincoln including the Society of Financial Service Professionals (FSP) where he serves as a board member, National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA), and the Lincoln Young Professionals Group (YPG). In his free time, Brett enjoys spending time with his family which consists of his wife, Jensyn and their dog, Oakley.