4350 Congress Street #300
Charlotte, NC 28209
After spending nine years in the field of community corrections in 2017 I decided to expand my horizons and take my passion for helping people into the field of financial services. I have the great opportunity every day to meet some phenomenal people and create amazing lasting relationships with my clients but also those in my community.
Being in the financial services industry, I think the most rewarding aspect of my job is seeing people reach their financial goals. I love to create an environment for people to be positively positioned for what is ahead of them on the road to financial freedom.
On a more personal note, I’m from Buffalo, NY and moved down to Charlotte to get away from the cold, snowy winters. I’m an avid outdoorsman and love hiking, camping and packing a few craft beers to enjoy along the way. With my wife being a teacher, I’m very passionate about the education space. I currently serve on the Union County Education Foundation board as Vice Chair.
I look forward to connecting with you and sharing a mutually beneficial professional connection.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Bret’s Licenses and Disclosures