Brett has worked with individuals and businesses since 1998. His mission is to help clients reach their goals while managing risk in their total financial situation. With 20 years experience in the financial industry Brett has helping clients during some of the most volatile financial markets in history, this led him to develop new and unique methods for reducing risk. These methods include far more than just traditional stocks, bonds, and mutual funds and may differ depending on each client’s individual needs. To accomplish this Brett has combined modern financial planning techniques with technical, quantitative, and behavioral analysis, to achieve a truly unique and dynamic approach to total wealth management.
Rebecca is the best... great service and products A++++