Designations and Licenses

Garrett is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Garrett works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Garrett was a portfolio manager at a Cincinnati investment advisory firm. He was responsible for rebalancing accounts, cash management and informing clients about the investing environment.

Garrett holds a bachelor’s degree in finance from Western Kentucky University.

Personal Interests

Away from the office, Garrett enjoys golf, watching the Bengals, traveling with his fiancé and running with his dogs.