Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Brett helps clients prioritize and align their values, beliefs and goals with their wealth goals and then helps them create personalized wealth management plans. Prior to joining Mariner, Brett worked as an advisor at a national advisory firm in Wisconsin. Prior to that, in Illinois, he led a boutique advisory firm’s financial planning department for two years and served as a wealth advisor.

Brett has a bachelor’s degree in business administration-finance with an emphasis in financial planning from the University of Wisconsin-Whitewater.