Brett is an Associate Director, Wealth Advisor with Cresset. He works closely with clients and our internal teams to help develop tailored asset allocation approaches and comprehensive financial plans designed around clients’ stated goals and objectives. Brett is passionate about helping clients navigate intricate financial decisions with clarity, confidence, and purpose.
Brett graduated magna cum laude from John Carroll University with a degree in economics and finance. During his time there, he earned membership in the business honor society Beta Gamma Sigma and was inducted into the Jesuit Honor Society Alpha Sigma Nu. He obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2024.
Away from the office, Brett enjoys working out, exploring Atlanta, and searching for something new to learn.