As a Senior Planning Associate, Brett plays a key role in strengthening client relationships and supporting the delivery of comprehensive financial planning. As an integral part of your advisory team, he conducts in-depth client interviews to gather financial data and clarify planning goals, contributing to strategies across investment, tax, retirement, estate planning, executive compensation, risk management, and education funding.
In addition to helping clients implement their financial plans, Brett participates actively in client meetings, providing documentation and follow-up support to support continuity and clarity. He reviews investment allocation reports, collaborates with the client service team to monitor service activities, and researches planning strategies and potential tax law changes to keep clients’ financial plans current.
Beyond client-facing responsibilities, Brett contributes to internal initiatives such as onboarding new team members and supporting broader wealth management projects. With a collaborative mindset and strong attention to detail, he helps support Modera’s comprehensive planning process.
What do you value most in your client relationships?
What I value most in my client relationships is the trust clients place in me with their financial information. I see that trust as a responsibility to act with integrity, discretion, and their best interests at the center of every decision.
What sparked your interest in financial planning? What fuels you every day in your work?
When my father passed away unexpectedly at 62, I experienced firsthand how hectic things can be if there isn’t an up-to-date financial plan in place. This makes me strive to ensure that all my clients’ financial plans are as current and thorough as possible.
How do you do good in your community?
I’ve been a volunteer soccer coach for the Franklin Youth Soccer Association for 8 years and counting.
When you retire you’re going to…?
When I retire, I hope to own a home near the water. I’ll spend my time relaxing, fishing and spending time with family and friends.
University of Massachusetts Dartmouth,
B.S. Business Management
