Brett joined Clifford-Lewis Private Wealth after eight years in the financial services industry, where he gained experience in retirement and wealth planning for individuals and families. He holds Series 7 and 66 securities registrations through LPL Financial, as well as a Texas Life and Health Insurance License.
Originally from California, Brett attended Northern Arizona University before making Texas his home. He and his wife, Hailey, spend their free time with their daughter, Whitley, and their two dogs and a cat.
Brett is a member of Hollytree Country Club, where he enjoys being part of the East Texas community and building meaningful relationships. He enjoys golfing, traveling, and spending time with his family.