After witnessing his parents face retirement challenges, Brett developed a deep understanding of what matters most to retirees — clarity, confidence and a comprehensive strategy that helps supports the life they envision. This personal connection drives his holistic approach to serving clients in or near retirement, helping to ensure they are prepared for every stage of their financial journey.
Brett believes in crafting personalized retirement strategies that go far beyond investments. He focuses on retirement income and investment strategies, tax-efficient withdrawal planning, legacy planning, and creating comprehensive financial roadmaps designed to empower his clients. He holds Ohio Life, Accident and Health Insurance licenses and has passed the Series 65 securities exam. Brett earned his Bachelor of Science in Business Administration and Marketing from The Ohio State University.
“Whether it’s our team here at Merit Advisors or someone else, find a team that can help you plan for the many challenges of retirement by offering your family a comprehensive approach.”
Brett and his wife, Heidi, grew up in Hilliard, Ohio, but have called Dublin home for 33 years. Their family includes their two children, Michaeli and Nicholas, and their Golden Retriever, Elo. Brett is closely involved in his community through his wife’s YogaSix Dublin Yoga Studio, which they opened together in 2020 amidst the pandemic with the desire to create a safe space for connection and wellness in Dublin’s Bridge Park area.