Special Strength: Technical wizard
Goal: To successfully guide clients through financial planning for divorce or post-divorce needs
Focus: Working as a neutral financial professional in collaborative divorce and mediation. Educating clients on impact of financial decisions.
Interests: Setting up systems and troubleshooting questions, motorcycling 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 as well as its emotional side. “We see people at all stages in life going through divorce and the result on 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 provides divorce services, as well as manages AJW's internal accounting and technology. Supports clients with a concierge type service, answering questions about technology purchases, car purchases or home maintenance projects.
Education and Designations:
- Series 7 registration
- The Institute for Divorce Financial Analysts, 2012, Certified Divorce Financial Analyst® (Administrative Assistant)
- Family Mediation Training