Bret Tagg, CPA, CFP®

Associate Adviser

Bret is a member of the advisory team, supporting lead advisers and serving 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.  Utilizing his public accounting and tax background, he helps clients consider tax-saving strategies for retirement planning, charitable giving, education funding, and estate planning.  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 in 2019 to set family roots.  Outside of work, he enjoys spending time 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 – Coordinator

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

Certified Public Accountant (CPA) – Issued by NC Board of CPA Examiners
Certified Financial Planner™ (CFP®) professional
Brigham Young University – Marriott School of Business
• MAcc – Emphasis in Tax
• B.S. – Accounting

Additional Information

American Institute of Certified Public Accountants – Member
Financial Planning Association of Charlotte – Member