Bret entered the financial services industry in 1980. Relationships are paramount and he works hard to earn his client’s trust and confidence. Bret considers himself a financial coach, strategist, and wealth architect. He strives to help his clients discover solutions to their financial concerns, goals, and dreams. Bret is a licensed user of the LEAP® Process and Wealth in Motion® financial simulation tool.
Bret has extensive financial planning experience. He holds his Series 7, 63, and 65 licenses. He is a member of the Utah Chapter of Financial Services Professionals and earned a degree in Business Finance from the University of Utah. Bret repeatedly qualifies for top recognition awards including membership in Penn Mutual’s STAR Program. He is a three-time recipient of the Cambridge Financial Advisers “Associate of the Year” award.
Bret and his wife, Joyce, live in Cottonwood Heights, Utah. They have four children and 17 grandchildren. They love to spend time with their family creating memories. Joyce is a master at planning theme-based family parties. Joyce even helps Bret get into character by dressing him up in whatever costume or outfit that fits the theme of the party. Joyce’s attention to detail makes each party an epic adventure. Family is their number one priority.
Outside of family and work, Bret and Joyce enjoy being actively engaged in their church. Bret also enjoys playing golf, drawing, and putting puzzles together with Joyce.