About
Brett
Brett assists Wealth Advisors and is passionate about continuing to grow as an advisor himself, while making clients feel heard and providing high-level service.
Brett began his financial career in college as a Financial Research Associate intern at DeMarche Associates. After college, he worked at a Focus Financial Partners network firm, Prairie Capital Management Group, LLC, in Kansas City, Missouri, where he spent four years servicing ultra-high-net-worth clients, foundations, and endowments. He gained exposure to alternative investments through Prairie’s in-house private equity funds and hedge funds, as well as by working alongside the Fund Operations team. He was also part of the Trading team, where he handled processing for the firm’s mutual fund trades.
Outside of the office, Brett loves spending time with his parents and two brothers. He is deeply committed to his faith and attends Scottsdale Bible Church. Additionally, golf has been a defining part of his life since he picked up his first club at 4 years old. He went on to compete at both the high school and collegiate levels and continues to play as much as he can today, including competing in local amateur tournaments.
Education and Professional Milestones
-Rockhurst University - Bachelor of Science in Business Administration - Corporate Accounting and Finance
-Rockhurst University – MBA - Concentration in Finance
-FINRA Series 65 License
Brett assists Wealth Advisors and is passionate about continuing to grow as an advisor himself, while making clients feel heard and providing high-level service.
Brett began his financial career in college as a Financial Research Associate intern at DeMarche Associates. After college, he worked at a Focus Financial Partners network firm, Prairie Capital Management Group, LLC, in Kansas City, Missouri, where he spent four years servicing ultra-high-net-worth clients, foundations, and endowments. He gained exposure to alternative investments through Prairie’s in-house private equity funds and hedge funds, as well as by working alongside the Fund Operations team. He was also part of the Trading team, where he handled processing for the firm’s mutual fund trades.
Outside of the office, Brett loves spending time with his parents and two brothers. He is deeply committed to his faith and attends Scottsdale Bible Church. Additionally, golf has been a defining part of his life since he picked up his first club at 4 years old. He went on to compete at both the high school and collegiate levels and continues to play as much as he can today, including competing in local amateur tournaments.
Education and Professional Milestones
-Rockhurst University - Bachelor of Science in Business Administration - Corporate Accounting and Finance
-Rockhurst University – MBA - Concentration in Finance
-FINRA Series 65 License