Brett’s passion is helping others to achieve their goals. He finds it rewarding to work together with clients to overcome financial concerns and obstacles. He enjoys working with individuals who want to build a secure financial future, as well as business owners, to create a customized plan tailored to their needs. Brett has in-depth experience in savings, retirement planning and distribution, estate planning, business structuring and management of employee benefits, and protecting against life’s uncertainties.

Brett enjoys living on the family farm with his wife Jessica, daughter Miranda and two sons, Brennan and Bryce. Brett makes it a priority to support his community and serves as the Marcellus Rocket Football Board President and is also a member of the Marcellus Youth Wrestling Board. In addition, he spends time volunteering at the local school, with Little League, and in various other community projects. Between coaching youth football, basketball, and wrestling and attending his kids’ sporting events, you just might find Brett on the golf course or outdoors.

Education, Licenses, and Designations Held:

• Bachelor of Business Administration from Western Michigan University
• Series 7, 26, 63, 65, and SIE
• Michigan Life, Accident and Health Insurance