Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Insurance


  • Series 7, Series 63, Series 65, Series 66, Series 9/10


  • Bachelor of Arts, English, University of North Carolina at Chapel Hill, Chapel Hill, NC

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2018, 2019
  • Five Star Wealth Manager, 2012, 2015

Professional associations

  • Lake Norman Chamber of Commerce

Previous experience

  • Wells Fargo Advisors, LLC, Financial Advisor, 2002-2015
  • Wachovia Securites, Inc., Financial Advisor, 1999-2002

Community participation

  • Big Brothers Big Sisters
  • Habitat for Humanity
  • Friendship Trays


Bret and his wife, Cindy, have made Charlotte their home since 1999 and have two children, Mackenzie and Mason. He enjoys time with family, diverse travel and the outdoors, and is an avid reader. Bret is into baseball and college sports and, as a graduate of The University of North Carolina at Chapel Hill, Bret is a fan of everything Tarheel.