Brett brings nearly a decade 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 watching sports and spending time outdoors. He is a 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