As a Financial Coach for Emerj360, Brett provides employee education for the 401(k) Plans Trust Point administers, and investment reviews for those 401(k) Plans as well. He’s involved in the development of Trust Point’s Emerj360 division and providing investment reviews to Emerj360 clients.
Brett graduated from the University of Wisconsin-La Crosse with a bachelor’s degree in finance and economics. Prior to moving to his new role for Emerj360, Brett was an Investment Relationship Manager in Trust Point’s investment department
Acting as current Treasurer, Brett volunteers his time to the La Crosse Thanksgiving Dinner Board. In his free time, he enjoys doing anything to stay busy with his wife and three young kids, going on the river, and catching a few rounds of golf.