Wealth Planning Administrator
Brett understands that the true success of a company is measured in the value that they provide to their customers. Carson Wealth gives him the opportunity to work for a company that is obsessed with the client experience and puts the client first. He uses his strong work ethic and team first mentality every day to provide value to Carson Wealth Management and takes pride in being as accurate and efficient as possible.
Brett graduated from Creighton University with a degree in Financial Analysis. While at Creighton, he was a member of the Creighton University baseball team where he earned three letters and was a three-time member of the All Big East Academic Team. Upon graduating, Brett joined Mutual of Omaha Bank as a Credit Analyst where he engaged in the underwriting and structuring of Commercial and Industrial loans. He has coached various youth sports teams and has a passion for helping young athletes develop. Brett grew up competing on various sports teams and will bring with him a desire for developing long term relationships internally and externally as well as a team first mentality.
Brett comes from a family of six and has three older sisters. He has a passion for music and enjoys singing and playing the guitar in his free time. He also enjoys fishing, golfing, watching/coaching sports, and listening to podcasts. He is an avid concert goer and his favorite artists include Gregory Alan Isakov, Pearl Jam, and The Notorious B.I.G.