Certified Financial PlannerTM professional
Assistant Vice President
Financial Advisor, LPL
403 West Broadway Boulevard
Sedalia, Missouri 65301
"I help people fulfill their greatest financial dreams."
Brett developed a robust work ethic and hunger to do things the right way while growing up on his family's farm. When you work with Brett, together you will create a plan to help you reach your specific goals. Brett will put your best interests first. He is passionate about helping people and enjoys getting to know clients on a personal level.
Brett specializes in working with people who want to:
- to save for their future while they are working
- generate a cash flow from their investments during retirement
- maintain their wealth throughout retirement
Brett earned a bachelor's degree in Business Administration (with an emphasis in Finance and Management) from Columbia College. In 2016, he completed the exhaustive requirements necessary to earn accreditation as a Certified Financial Planner™ professional. CFP® certification is the most recognized in the industry for personal financial planning. Only 17% of all financial advisors in the industry can claim this distinction. As a CFP® professional, he is required to maintain certification through continuing education, something to consider with new financial instruments appearing regularly on the consumer market. In addition, he is bound by the CFP Board's Standards of Professional Conduct, which are rigorously enforced.
Away from the office, Brett and his family enjoy hiking, biking, and the reward of a hard day's work back on the family farm.