Born and raised in Lake Country, Brett graduated from UW-Oshkosh in May of 2019 with a Bachelor's Degree in Finance and a minor in Risk Management & Insurance.
He was hired at Baird in 2019 and worked downtown Milwaukee at the firms headquarters for six months as a Branch Operations Assistant with the long term goal of joining Scott in Oconomowoc. He officially transferred to the Oconomowoc Office to join his uncle and start the third generation of the family legacy in January of 2020.
After passing the Certified Financial Planner™ Exam in March of 2021, he officially earned the designation in January of 2022. This designation has helped transition the business to a comprehensive & holistic financial planning practice.
In his free time, he loves attending Wisconsin sporting events with his fiancé, playing golf, and spending time with friends and family.