Brett is an Associate Financial Professional specializing in assisting our financial advisors in custom retirement planning and strategic decision making to help clients optimize their finances for their unique situations. With five years of experience in retirement, financial planning, and wealth management, Brett brings a relationship-driven approach focused on growth, investing discipline, lifestyle choices, and planning for both today and the future.

Brett earned his Certified Financial Planner™ (CFP®) designation just two months after graduating from college and also holds the Certified Divorce Financial Analyst (CDFA®) designation and Series 66 license.

Inspired by his father’s career, Brett believes great financial planning isn’t about simply maximizing returns, it’s about maximizing life. He works closely with CPAs and estate attorneys to coordinate tax, retirement, and estate strategies, helping clients plan proactively, reduce tax burdens, and create clarity around legacy and wealth transfer.

Outside of work, Brett is an avid Detroit sports fan, especially the Tigers and Lions. He also enjoys golfing and traveling.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

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