Brett is a Associate Director, Wealth Advisor with Cresset. He works with our Wealth Advisors and Client Service Teams to ensure follow-up and action items are addressed and executed. Alongside our Wealth Advisors, Brett is committed to maintaining a high level of client satisfaction by providing excellent service.
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.