Brett Rude,

Brett is a firm believer in the principles of financial planning; a comprehensive, multidisciplinary approach to wealth management that begins with your goals, timeline, and life circumstances. His process goes beyond investment strategy to include risk management and quality-of-life services, all with the aim of aligning your wealth with your aspirations.

He holds a Master of Arts in Adult and Higher Education from Morehead State University and a Bachelor of Arts from Albion College, where he majored in Economics and Management and minored in Psychology. Brett was also a four-year letterman and captain of the Albion football team, experiences that shaped his leadership and teamwork philosophy.

Before entering the financial services industry, Brett served as an assistant college football coach at Morehead State University and managed a home sales business; roles that deepened his understanding of service, communication, and client relationships. His commitment to professional growth continues today as a CERTIFIED FINANCIAL PLANNER^® professional, a designation recognized for its rigorous standards in holistic financial planning.

Brett lives in Waterford, Michigan, with his wife Lindsay and their daughter. Outside of work, he enjoys golf, disc golf, basketball, and spending time with family and friends, especially around the grill.

Brett welcomes the opportunity to work with individuals and families who value thoughtful planning, personal connection, and a long-term approach to financial success.