Special Strength: Technical wizard
Goal: To successfully guide clients through financial planning for divorce or post-divorce needs
Focus: First contact for client files and consulting research on collaborative divorce and divorce planning; internally he supports AJW’s operations and technology needs
Interests: Motorcycling, setting up systems and troubleshooting questions, and family time.
His Colleagues Say: “His work ethic is so strong, he just doesn't stop going. He can fix or build anything, he's a real Renaissance man. We usually have to trick him into a happy hour by telling him we are having a mandatory company meeting!”
Brett knows that financial freedom happens by taking action to make the dream possible. In fact, he’s a tireless worker on anything he pursues, whether it’s troubleshooting a computer glitch, repairing a car or building a balance sheet. Brett earned his Certified Divorce Financial Analyst® designation in 2012, to continue serving clients in divorce financial planning.
With his background as a construction business owner and ministry facilitator for divorce and other family needs, Brett has experience with the practical side of finance (payroll, operations and human resources) as well as its emotional side. “We see people at all stages in life going through divorce and the result of their money habits. I enjoy watching a case go through and helping with the resolution, knowing I played a role in getting things organized for them and seeing their positive progress.”
Brett started with AJW Financial to help with bookkeeping and technology support…and never left. His role has expanded to providing divorce financial planning as well as providing internal support for the firm’s human resources, operations, technology upgrades and maintenance. This has led Brett to also support clients with questions about technology purchases and troubleshooting, car purchases or home maintenance advice. He’s happy to answer random questions, go along to test drive a vehicle or research a non-financial request when it helps staff and clients become more efficient and knowledgeable.
Education and Designations:
- Series 7 registration
- The Institute for Divorce Financial Analysts, 2012, Certified Divorce Financial Analyst® (CDFA®)
- Family Mediation Training
*Individual is employee of AJW Financial and not affiliated with Cetera Advisor Networks LLC.