I find great joy in connecting with our clients on a personal level, in order to celebrate their life milestones alongside them.
I appreciate and am honored by the confidence a client instills in us to listen and offer them guidance and advice so they can overcome any obstacles they may be faced with along the way.
Brett is a Relationship Manager at Second Opinion Partners. He also heads up our Planning Department and is the direct connection between our clients and service Team.
Brett ensures that our Team is completing the tasks required to make sure that every client has the Ultimate Client Experience.
Brett attended the University of Wisconsin Whitewater, where he graduated with a Bachelors of Business Administration degree with a major in Finance and an emphasis in Financial Planning.
Brett holds the following professional designation: Behavioral Financial Advisor (BFA). He is also FINRA Series 7 & 66, and Life and Health Insurance Licensed.
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