Bret supports lead advisers and serves as the day-to-day relationship manager and point of contact for clients. He prepares for and participates in client meetings, and organizes follow-up action items. His passion is developing personal relationships to help others make smart financial decisions. He is energized from working alongside co-workers and clients to turn complex financial issues into achievable, structured plans.
Bret grew up in Northern Virginia, but moved to Charlotte to set family roots. In his free time, he enjoys being with his wife and two young children. He loves being part of a team, often playing in softball and basketball leagues. On Sundays, he serves at his church by teaching Sunday School to teens ages 13-14.
At Verum Partners
Associate Financial Adviser
Financial Planning Committee – Member
Previous Experience
Bank of America, Global Markets Credit – Assistant Vice President
Bank of America, Wholesale Credit – Analyst
Deloitte, Private Wealth – Tax Consultant
Education & Professional Designations
CPA – Issued by NC Board of CPA Examiners
Brigham Young University – Marriott School of Business
MAcc – Emphasis in Tax
B.S. – Accounting
Additional Information
Volunteer Income Tax Assistance (VITA) – Preparer
The Church of Jesus Christ of Latter-day Saints – Member
Boy Scouts of America – Eagle Scout
