Using knowledge and experience to find you the right solution.
As Vice President, Wealth RPS Service Manager, Bret focuses on overall client experience. He consults with prospective clients on plan design and service with our business development staff, manages the RPS Account Manager team as they provide day to day service for our plan sponsors and participants, and works with clients in the metro-Milwaukee region. With almost 20 years of experience in ERISA qualified plans consultation and management, Bret offers exceptional technical knowledge and practical experience to our prospects, our clients, and our team.
- Bachelor of Arts in French and History from the University of Wisconsin – Milwaukee, graduating with honors in 2003
- Previous positions of progressive responsibility in Employee Benefits Trust, specializing in retirement plan administration and relationship management
- Completed the Retirement Plans Associate and the Certified Employee Benefit Specialist designations, as co-sponsored by the International Foundation of Employee Benefit Plans in Brookfield, Wisconsin, and the Wharton School at the University of Pennsylvania
Ask Me About
- Retirement Plans
- Bret looks forward to becoming more involved in the Milwaukee community.