Brett started his career in the financial services industry with Prudential more than 10 years ago. In 2011, Brett graduated from Siena College with a Bachelor of Science degree in Finance. He and his team have been helping clients work towards their financial goals ever since.
As a Financial Planner, he helps individuals, couples and families grow and protect their assets for the future. He works closely with his clients in order to recommend the most appropriate investments and services to help them achieve their unique goals.
Brett believes that continued education is important so that he can best serve his clients. He spends many personal hours studying financial resources while learning and developing his skills as a financial planner. Brett has earned the CERTIFIED FINANCIAL PLANNER™ designation, and holds the following securities registrations: Series 7, 6, 63 and 65. He also holds Life, Accident and Health insurance licenses.
Brett grew up in Boylston, Massachusetts before calling Central New York home. He married his wife, Elizabeth, in 2017 and they currently reside in Clifton Springs with their golden retriever, Josie. In his spare time, Brett enjoys golfing, traveling, and spending time with friends and family.