Brett has been advising Individuals and Families about financial matters for over thirty five years.
His approach is slow, methodical and empathetic. First establishing a warm rapport with clients. Asking questions, to make sure that he understands what is important to them. Brett conducts annual meetings with clients to review performance, reconfirm financial health goals, and/or make adjustments as economic or lifestyle conditions warrant. Working with ones health and financial situations affect their very lives. This is not to be taken lightly.
Brett, and his wife Pat have raised their Family in Northern Virginia for over thirty years. They have a daughter, two sons and a grand daughter. He currently is on the Financial Council at his church.