Brett began his financial planning career in 2007. He is a CERTIFIED FINANCIAL PLANNER™ professional, and currently holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Retirement Income Certified Professional (RICP®) certifications; and is a member of the Financial Planning Association. He is a graduate of the University of Nebraska, Lincoln. In his role at Mercer Advisors, Brett specializes in working with high-net-worth and ultra-high-net-worth households to help them navigate complex estate planning, tax planning, and portfolio management needs. In his free time, Brett is an avid golfer and sports fan, and enjoys traveling.