As a financial coach, Brett develops winning game plans for clients investing through Trust Point’s Emerj360 division, which combines on-demand online resources and tools for financial planning with knowledge and insights from a dedicated team.
Brett is a financial educator, helping clients ensure their investments are aligned with their goals. He guides decisions related to fluctuating markets, talks through life changes and their impact on investments, assesses risks and generally makes sure everything is moving in the right direction. He regularly meets with clients one-on-one to review strategies and offer advice.
“I enjoy helping people achieve financial wellness through education and goal setting,” Brett says. “I facilitate actions that can be taken today to help build financial security for the future.”
Brett earned his bachelor’s degree in finance and economics from the University of Wisconsin-La Crosse. He volunteers his time to the La Crosse Thanksgiving Dinner Board, where he serves as treasurer, and also serves on the Rotary Club of La Crosse East. Brett was married in 2021 and enjoys spending time on the river, catching a few rounds of golf and playing softball with friends.