Brett is also one of the founding partners of Client Focused Advisors and he has been in the industry since 2010. Brett helps individuals and families invest and plan for retirement with investment solutions and financial planning services. He also helps clients with life, disability, and long-term care insurance options. As an independent advisor, Brett will search the market to provide solutions that work best for his clients.
Brett also works with businesses to help them with their employee benefits, including 401(k), profit-sharing plans, and health insurance options. Brett also helps business owners with insurance plans to fund key person or buy-sell agreements.
Brett graduated from Boston University and he currently lives in Stamford, CT with his wife and daughter. He enjoys playing sports, traveling, and spending time with family and friends.
Brett holds a Series 6, 63, 65 & 7 license along with life & health insurance licenses.
Additionally, Brett leads the Client Focused Advisors team with their benefits company CFA Health Benefits, LLC to help service our corporate insurance benefit clients.