My passion is in working with individuals and business owners, helping them to achieve their life’s ambitions. My main areas of focus involve developing financial strategies and implementing tax reduction strategies that align with my client’s objectives. I take pride in building long term relationships, listening to my clients, and being a man of my word. I believe establishing trust, open communication, and ongoing planning with the right fiduciary advisor is the key to better financial decision making. Today’s world can be very complicated, my job is to provide simplicity into your life as well as delivering innovation and practical solutions to your challenges.
Prime Capital Investment Advisors is the ideal firm to support me in delivering world class services to my clients. We use a team-based approach to portfolio management and financial planning to accomplish your financial goals in the most effective way possible. It is not just me watching over your accounts, it is our entire team. Our team consist of an investment committee, an investment advisory board, certified financial planners, certified financial analysts, certified public accountants, ERISA attorneys, and other qualified support staff. I believe that this team and our unique offerings is what helps me deliver the most comprehensive fiduciary services possible to my clients.
I was born and raised in Florida. I attended Florida Atlantic University where I played division I baseball and received my Bachelor’s in Business Administration. Although I was drafted by the Philadelphia Phillies, I unfortunately had an injury that ended my baseball career. I went on to getting my Master’s degree at Angelo State University. After graduating I immediately went into the financial service industry to help people achieve their life ambitions.
Brett holds his FINRA Series 66 securities registrations and is Life, Accident and Health insurance licensed. In his off-time Brett enjoys spending time at the beach, volunteering, sporting events, golfing, and spending time with his family.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).