As part of the Akora Prosperity Financial Advisory team, Brett helps clients define what success truly means to them—not by comparing themselves to others, but by focusing on what matters most in their own lives- and then builds strategies to make that vision a reality. His approach starts with listening and understanding, so every plan reflects the client’s priorities.
Brett’s work includes:
- Listening carefully to clients’ goals and concerns to create plans that fit their life and business
- Providing guidance aimed at lasting results, not quick fixes or trends
- Being a steady partner, helping clients work through complex decisions so they don’t have to do it alone
- Bringing clarity and confidence so clients feel prepared to make informed choices
- Helping clients follow through on commitments by tracking action steps and making sure plans turn into progress
Education: BA, Government, The College of William & Mary, Williamsburg, VA (1999)
Designations: CERTIFIED FINANCIAL PLANNER™, WMCP®
Experience:
2000–2014: Certified Financial Services, LLC
2014–Present: Akora Prosperity / Pacific Advisors
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0F49384.