| As an Accredited Investment Fiduciary (AIF), Brett has been a trusted advisor to countless individuals and businesses for almost 30 years, guiding them through the complexities of their financial and retirement planning needs. He prides himself on strong and lasting client relationships based on trust and integrity.Brett holds numerous investment licenses, including those for Registered Securities Principal and Investment Advisor Services.He has served as a board member for Cumberland County College, Big Brothers Big Sisters of Cumberland County, Vineland YMCA, and is currently on the Board of Trustees and Planning Board for the CEO Group. Brett is also a member of the elite Leaders Club of Cambridge Investment Research. |  |