Brett brings over 14 years experience in investment portfolio construction, portfolio analysis, portfolio management, asset allocation strategies and financial planning.
Responsible for the selection and monitoring of the investments, Brett analyzes and recommends investments for both trustee and participant directed retirement plans.
Brett conducts periodic enrollment meetings for plan sponsors as well as provides one on one investment counseling.
Working with individuals, Brett designs and implements comprehensive financial plans. Brett is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Chester County Chamber of Business and Industry, Member
Tri-County Chamber of Commerce, Member
Society of Financial Service Professionals (SFSP)
Financial Services Institute (FS)
Certified Financial Planner™, Board of Standards, Inc.
Accredited Investment Fiduciary, AIF®
Certified Financial Planner™, CFP®
Retirement Income Certified Professional, RICP®
Chartered Retirement Plan Specialist, CRPS
Series 7 (General Securities Representative), 63(Uniform Securities Agent State Law Exam), 65(Uniform Investment Adviser Law Exam)
Life Insurance licensed
Wealth Solutions Quarterly Newsletter
How to Afford Health Care in Retirement
Retirement Income Planning
Enjoys spending time with his wife and two children.
Brett is an avid golfer.
*Asset Allocation does not guarantee against loss. It is a method used to help manage investment risk.