Brett’s prior experience in Wealth and Investment Management includes working as a Director with the Florida-based Succession Group, which specializes in wealth transfer strategies for ultra-high net worth families. In this position, Brett worked in-depth throughout the process of succession planning, analyzing financial and wealth documents to design recommended strategies, and served as the liaison between the wealth management and succession planning partnership. Before working with The Succession Group, Brett worked at Smith Barney These experiences have strengthened Brett’s client focus and relationship-building skills.
Brett earned his MBA from the University of Miami with a concentration in Finance and Mergers & Acquisitions in 2011, and earlier received a Bachelor’s degree in Finance from the University of Central Florida.
Brett is married to his wife Johanna and has two young daughters Celine and Amara.