Brett has more than 10 years of experience in the financial services industry. After attaining his bachelor’s degree in Finance from Siena College, he went on to receive his M.B.A. from the College of St. Rose. Brett’s background has consisted of holistic financial planning to help his clients achieve success in retirement income planning, asset allocation and college planning to name a few. He finds the greatest joy in developing tailored plans to help his clients attain their life long goals.
Brett has previously worked as a Financial Analyst with The Ayco Company, a Goldman Sachs company and a Vice President and Financial Advisor with a local bank. He is now a Senior Financial Advisor with AllSquare Wealth. His diverse background has helped him encounter many different planning topics and client situations to best help his clients moving forward.