Brett began his financial services career in 2013, receiving multiple awards and recognition for excellence in financial services in his first year. Brett is certified by The American College in Planning for Business Owners & Professionals, and Financial Planning: Process and Environment. His areas of focus include working with physicians and advanced medical professionals, tax-favored income planning strategies and risk management. "I love getting to know people, learning what's most important to them and providing awareness of what their options are and what's truly possible."
Financial Representative, The Guardian Life Insurance Company of America, New York, N Y.
The Pacesetter First 40 award is not issued or endorsed by Guardian or its subsidiaries.