Client Testimonial

Brett is approachable and meets you where you are in your stage of life. He has a positive attitude and is a great listener. He helped us develop a comprehensive plan to prepare us for today and the future. He isn’t afraid to challenge assumptions and makes sound suggestions. Brett has made us feel very secure in our financial planning and we look forward to working with him as our life circumstances evolve.

Nicholas and Mikayla Zausch, Client | Attorney and Chief Administrative Officer

Client Testimonial

I have thoroughly enjoyed working with Brett for the past 5+ years. A formerly very stress inducing part of my life became something of focus that made sense. Brett's patience and support has been a gift. As my family and professional life changes, Brett is readily available to answer questions and offer guidance. I am truly grateful to have him as a partner in my insurance and financial planning needs.

Dr. Megan Graham, Client | Owner of Lake Park Dental

Client Testimonial

As business owners for over 30 years, we felt we were financially savvy but after meeting with Brett we quickly realized that he knew things that we didn't which would help us secure our retirement. He posed some "what if's" that we hadn't thought of, and solutions to those possible scenarios. Brett has a calm demeanor and likability, always working toward the goals that we have set. His knowledge in the financial world is admirable. We feel confident having him in our corner looking out for our future.

Jackie and Greg, Client | Business Owners

Client Testimonial

Brett gave us the confidence that we needed to encourage my husband to retire. He did this by laying out all the different scenarios with the investments that we had and assuring us that we could take this big step. I had tried numerous online tools to figure out the same thing but talking to Brett and working through these scenarios with him made it real to us. Brett also encouraged us to do some home improvements that we had been thinking about for the last several years. It's been life changing for us because our home is finally exactly the way we want it to be. Brett has a way of drawing information out and understands that there are different personalities involved when working with a married couple. He also understands that financial decisions can be emotional. My husband and I have very different personalities. My husband tends to be on the quiet side and Brett was very skillful at drawing him into the conversations so he knew that we were both being equally represented. Brett has also talked me (the more emotional one) off the cliff on more than one occasion when I was uncertain and nervous about one thing or another. Brett deserves our highest recommendation, and I can't say enough about how great he has been when working with us. We look forward to continuing our relationship with him for years to come. He's awesome!!!

Diane, Client
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.