Associate Financial Advisor

Bret has over a decade of experience as a Financial Planner committed to providing clients with wealth planning tailored to their unique long-term financial goals.

He is a forward-thinking professional with deep technical expertise in estate planning, tax planning, retirement planning, and insurance, with a particular focus on developing strong, long-lasting relationships with clients. Bret appreciates the team approach that Liberty Wealth Advisors® takes towards providing clients with unparalleled service.

Prior to joining Liberty Wealth Advisors®, Bret served as a Financial Planner working with clients both remotely and in person. In addition to extensive experience designing comprehensive financial plans, he enjoys sharing his knowledge and has taught classes he developed to educate others on various financial planning topics.

Bret’s Financial Planner role also provided him with the operational experience he now brings to enhance client interactions at Liberty Wealth Advisors®. He regularly identifies opportunities to improve our firm’s approach to financial plan creation, and helps to streamline our portfolio management systems.

Before joining the financial planning industry, Bret was an Air Transportation Specialist in the U.S. Air Force stationed in South Korea, Guam, Germany, and Turkey. He received multiple awards for his performance and his leadership.

Bret is committed to the Servant Leadership values that embody the culture and community at Liberty Wealth Advisors®. His role as Associate Financial Advisor aligns with his passion for helping clients develop personalized portfolios to help them achieve their long-term financial goals.

Bret attained his Bachelor of Science degree from the University of Georgia, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).


Areas of Experience:

  • Wealth Management
  • Financial Life Planning
  • Investment Guidance
  • Portfolio Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Insurance
  • Risk Management