Brett is a registered investment adviser representative committed to assisting individuals and families with 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 with a degree in business management.
Brett spent 4 1/2 years at Personal Capital, an Empower company, before joining Mercer Advisors in 2023. Prior, he worked at Fisher Investments, E*TRADE, and Morgan Stanley. Brett is passionate about providing comprehensive wealth planning to clients, emphasizing an integrated approach.
Brett lives in Sarasota, Florida with his wife and three boys. He enjoys boating, traveling, and hiking in the wilderness.