Financial Planner

Helping people enjoy fuller lives through physical health and wellness has long been a passion of Brett’s. When he joined the team at Peak Retirement Planning, he was thrilled by the opportunity to help people enjoy better financial health as well.

“Many people have confidence that things will work out because they’ve done all the right things during their careers,” says Brett. “But they have very little understanding of what their income and taxes will look like in retirement. We provide that transparency so people can retire knowing their family will be well cared for.”

Brett graduated from The Ohio State University and is a fully licensed financial professional.

Brett lives in Dublin with his wife, Heidi, and their two children, Michaeli and Nick. Lifelong health and fitness enthusiasts, they all enjoy being outside whenever they can.