Brett is a Planning & Research Associate in the Private Client Services group at Benjamin F. Edwards & Co. Joining the firm in 2014, he is responsible for providing financial planning software support as well as assist the firm’s financial advisors with financial planning analysis including asset allocation, retirement planning, and Monte Carlo-style simulation. In addition, Brett manages a variety of product and service marketing materials, securities research content and related projects.
With over six years of financial industry experience, Brett has an established background in analytics and reporting and served in project management, training and development, marketing support, in-person sales and customer service roles.
Brett is a graduate of Loyola University Chicago where he earned a Bachelor of Business Administration degree in Marketing and International Business. Outside of work, he enjoys spending time with his wife and two daughters. In addition, he likes to hike, play drums and golf.