Skip to Content


As an expert within our firm’s institutional investment consulting practice, I assist plan sponsors in offering effective retirement plans to their employees. My primary responsibilities include assisting with investment selection and monitoring, ensuring clients’ benchmark and understand fees, and helping plan sponsors understand their fiduciary responsibilities.
View More of Brett's Experience
I’ve always enjoyed being around animals, and my house is often referred to as a petting zoo. I currently have twin orange cats that are both larger than my Blue French Bulldog!

You might also like…

Perk up employee loyalty with a financial wellness program
Dori Drayton Wealth Management
Article February 18, 2020 3 min read
Health and financial wellness programs: The game has changed
Dori Drayton Wealth Management
Webinar Wednesday, Dec. 4, 2019, 2 – 3 p.m. EST 1 min read
SECURE Act’s lifetime income provisions add clarity and flexibility
Laura Taylor
Article March 11, 2020 3 min read