Brett serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. His comprehensive approach helps solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning. Brett will work with you personally to understand your needs and provide you with a customized plan to achieve your goals.
Prior to joining Creative Planning, Brett worked for a major national financial company as a Vice President, Senior Account Executive managing a practice of over $2 billion. The majority of his career was spent working with individual clients assisting them with their financial needs. While at his previous employer, Brett was recognized with the prestigious President’s Circle award on four different occasions. This award is granted to the top 5% of Senior Account Executives in the company. He was also recognized for multiple Chairman’s Awards and Leadership Awards. Brett also served on an advisory council with senior management for five years and was asked to create and deliver a development program for associates in his region. In 2019* Brett was ranked as the #3 Financial Advisor in the state of Kansas on Barron’s list of ‘Top Financial Advisors by State’.
Brett received a Bachelor of Arts degree in Communications from Texas Tech University and graduated with a Masters of Business Administration degree from the University of Dallas. He holds the Certified Financial Planner™ designation.
Brett is married to Debbie, and they have two daughters, Hannah and Holly. In his spare time, he enjoys activities such as his daughters’ soccer, basketball and volleyball games, photography, staying active in his church and spending time with family and friends.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
IMPORTANT DISCLOSURE INFORMATION – BARRON’S TOP ADVISOR BY STATE
The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.