Aligning financial strategy with what matters.
As Assistant Vice President Wealth Advisor, Brett partners with clients to align their financial strategies to their lives. His conversational approach opens discussions surrounding family dynamics and personal goals that clients haven’t considered before. Brett’s passionate about getting to understand his clients deeply, cutting through the complexity and building a financial plan that reflects their unique timeline and values.
Experience
- Started working in the financial services industry in 2001
- Joined Johnson Financial Group in 2026
- Graduated with a finance degree from the Southern Illinois University – Edwardsville
- Registered Investment Adviser Representative
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement and Financial Planning
- Wealth Strategy
- Business Succession Planning
- Estate Planning
Community Involvement
- Supports Misfit Felines, a cat rescue organization that specializes in cats with special needs