Brett is a registered investment adviser representative committed to assisting individuals in realizing their financial aspirations. He has more than a decade of expertise in financial services after graduating from State University of New York at Farmingdale. Brett spent 4 1/2 years at Personal Capital, an Empower company, before joining Mercer Advisors. He excels in providing comprehensive wealth planning, emphasizing a holistic approach for his clients. Brett lives in Sarasota, Florida with his wife and three boys. He enjoys boating, traveling, and hiking in the wilderness.