Brett is a Wealth Manager for SVA Plumb Wealth Management, LLC.
Brett’s client centric approach to planning focuses on education, advocacy, and coordination of the goals individuals have for themselves and their family. This holistic approach considers investment, retirement, estate, tax, education, and insurance objectives in shaping a financial plan tailored to the needs of the client.
Brett has worked extensively on an individual basis with university professionals. This group includes Professors, Deans, and Provosts at campuses across the United States. He is experienced in the unique planning challenges and opportunities that their benefit programs present. It is a role of educating educators, and equipping them with the knowledge necessary to make informed and educated decisions.
As a Certified Financial Planner® and a member of the Wisconsin Bar Association, Brett offers customized solutions to complex issues for clients and their families. Some of his particular areas of expertise include: estate planning, funding and withdrawing from retirement plans and IRAs, taking full advantage of retirement benefits, and maximizing Social Security benefits.
- University of Wisconsin - Madison School of Law - Juris Doctor
- Michigan State University - Bachelor of Science
- CERTIFIED FINANCIAL PLANNER™
- State Bar of Wisconsin
- Financial Planners Association