Advisor profile


My approach

"For tomorrow belongs to the people who prepare for it today." ~African Proverb

The team at Blue Cardinal Wealth Solutions believes that having the right plan in place is an important element in determining one's financial outcome. We work with successful families and businesses to ensure their goals are identified and measured steps are taken to track their progress toward achieving them. Whether your goals include funding your child's education, leaving a legacy to your heirs and charitable passions, or simply creating a retirement income strategy, our dedicated and experienced group is here to help.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Insurance
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

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.

Community participation

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

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