Brett Guendel (BFATM)

Relationship Manager

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Why I Do What I Do...

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.

Life Moments I Cherish Most

  • bullet My wedding – marrying my wife and best friend, Mallory
  • bullet Winning 1st Place in the annual ICDC competition for the student organization DECA (a major business simulation event)
  • bullet Winning 1st Place in my high school conference singles tennis tournament
  • bullet Moving from my home state of Wisconsin to my new home in Illinois
  • bullet Being offered and accepting a position to bolster my career with an amazing Team at Second Opinion Partners
  • bullet Graduating with a BBA and a major in finance from the University of Wisconsin - Whitewater

Second Opinion Partners Role

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.

Educational Background

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.

Check the background of this investment professional on FINRA's BrokerCheck »

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