Brett joined Martin Tax & Financial Services in 2010 just before graduating from the University of Missouri Kansas City. He sat for and passed the CFP® exam in 2012 and has been helping clients plan for retirement ever since. Brett takes time with each client to understand their unique goals and personal situations, and then works to craft an individualized plan to help pursue those goals. He believes planning for retirement is much more than just having a dollar amount to shoot for, its an ongoing process that requires continuous inputs from both advisor and client.
“I enjoy the uniqueness of my job – No two clients are the same, and understanding a clients attitude and feelings about money is just as important to me as understanding their financial picture.”
Brett married his high school sweetheart, Annie, and they have 4 children to keep them busy.