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.
Brett enjoys serving in the youth ministry at Lincoln Berean Church and teaching personal finance to classrooms of middle and high school students through Junior Achievement of Lincoln. Brett is also a member of the Rotary #14 club where he helps lead the High School Services Committee.
He is a member of various other clubs in Lincoln including the National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Service Professionals (FSP), 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.