Brett is a CERTIFIED FINANCIAL PLANNER™ practitioner. Brett holds a Bachelor of Arts in Economics from Columbia University in NY. He joined KFM in 2005 and became a partner in the firm in 2009. Brett specializes in investment asset allocation, retirement cash flow planning, long-term care, life insurance needs, and college education planning. Additionally, as the firm's Chief Compliance Officer, Brett is responsible for formulating and implementing the firm's compliance policies and procedures in order to meet adherence to the industry's rules and regulations.
Brett is a member of the Financial Planning Association and the Coral Gables Chamber of Commerce. He is also a Deacon at Old Cutler Presbyterian Church.
He is married to Meredith and they have three sons, Cooper, Reid, and Bryce. Since Brett played college football as an offensive lineman no one around the office ever disagrees with him! Brett is an avid reader-when the children are asleep!