Brett brings over eight years of financial and asset management experience to the team. He enjoys sharing his wide range of experience with individuals who are new to the world of financial planning. As a Richmond native, Brett was drawn to the close knit-community at Juno including their strong partnerships with local nonprofits.
Brett’s biggest sense of accomplishment comes from helping clients achieve their investment goals. He enjoys the ever-changing landscape of financial markets and finding creative solutions for clients.
In his free time, Brett enjoys volunteering, watching sports, and spending time outdoors. He is a junior board member of the Autism Society of Central Virginia.
Education:
James Madison University
Community Engagement:
Board Member with the Autism Society of Virginia
Series 7 - General Securities Representative Examination
Series 66 - Uniform Combined State Law Examination