Brett is also one of the founding partners of Client Focused Advisors and he has been in the profession since 2010. He works with individuals, families and businesses to create a unique holistic plan to pursue financial independence. He helps clients accomplish this goal by striving to reduce potential risks and helping them properly plan for various life events such as children’s education, retirement and legacy goals. Brett is committed to becoming a lifetime resource for each and every client.
Brett holds a Series 6, 63, 65 & 7 license along with life & health insurance licenses.
Brett was raised in Scarsdale, NY and he graduated with Cum Laude honors from Boston University. He currently lives in Brooklyn with his wife and he enjoys playing sports, traveling, and spending time with family and friends.