Client Relationship Manager
Brett joined the Secure Planning Group team coming from the life insurance and protection planning industry, where he discovered his devotion to finance, and helping others pursue their financial goals. He has joined Neil Gordon, Alison Pettine, and Josh Rothbard as their Client Relationship Manager. He communicates and cultivates relationships with clients and prepares for client meetings. He currently holds Life & Health; Series 6, and Series 63 licenses held through LPL Financial. He currently resides in Fairmount, PA.
A native of Plymouth Meeting, PA, and college graduate from Pennsylvania State University with a Bachelor of Arts degree in Economics. While at Penn State, Brett was a member of the Alpha Epsilon Pi fraternity where he served on the Executive Board for two years. He also studied abroad in Barcelona, further validating his passion for travel. In his free time, his hobbies include investing, and everything sports-related, especially Philadelphia and Penn State athletics.