Experience and Education
Bret provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.
Prior to joining Mariner Wealth Advisors, Bret was vice president and senior portfolio advisor at Merrill Lynch. There, he was responsible for portfolio analysis, needs assessment, financial planning, portfolio design and ongoing collaboration with clients on goal achievement.
Bret has an MBA from the University of Southern California.
Away from the office, Bret enjoys coaching his daughters’ softball and soccer teams, golf, skiing, hiking, mountain biking and competing in triathlons.