Brett has more than two decades of experience in the financial services industry. Prior to joining Investment Research Partners in 2019, Brett served as a Portfolio Manager focusing on ESG and sustainable investing at AssetMark, Inc. 

• B.S. in Accounting, James Madison University 
• Certified Financial Planner (CFP®)
• Chartered SRI Counselor (CSRIC™)
• Pennsylvania Bankers Association Trust School graduate