Exit Planning Institute - Find a CEPA

Brett is a Partner | Wealth Advisor in our Charlotte, NC, office. He has worked in the wealth management industry since 2008, catering to high net worth and ultra-high net worth families across the U.S. and has a current focus on serving healthcare professionals.

Brett has been invited by the CFP Board on multiple occasions to create exam test questions as well as audit exams, and he is a co-author of Building Your Wealth Inside Corporate America: Financial Strategies for Today’s Executive. Brett holds a Juris Doctor from the West Virginia University College of Law and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010.

Brett and his wife, Michele, have two children and live in Waxhaw, NC.

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Brett and his wife, Michele, have two children and live in Waxhaw, NC.

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