Brett has been with the firm since 2008 and has helped high-net-worth individuals and business owners implement tax-efficient strategies using life insurance and premium financing to preserve and transfer wealth.
A perennial Leaders Club qualifier and consistent President's Club honoree, Brett has also been recognized by Forbes as one of America's Top Financial Professionals for the third year in a row.
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals Best-In-State List 2025 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.
California Insurance License - 0H07336. AR Insurance License Number - 10333863 Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. BRZ Financial Corporation is not an affiliate or subsidiary of Guardian.