Brett grew up around the financial markets. As he got older, his interest deepened, and he welcomed his father’s mentorship. Fast forward to today, Brett is a seasoned wealth manager at UBS, where he has broadened his planning focus, earning both the Certified Private Wealth Advisor (CPWA®) and Certified Financial PlannerTM (CFP®) designations.
As the financial quarterback within The Gasper Financial Group, Brett connects all the moving parts of clients’ financial lives. He collaborates with their other financial professionals as well as other specialists from the Gasper team network. Brett has a unique ability to see the big picture, clarify complicated issues and with laser focus, offer solutions that cut through the clutter. Overall, he strives to make clients’ complex financial lives simpler.
Brett was named one of UBS’s Top 35 Under 35 Financial Advisors in 2012. In 2019 he was recognized by Forbes as "Best in State" Wealth Advisor. He earned his B.A. in finance from Michigan State University. Since, he has studied at the University of Chicago Booth School of Business. Brett and his wife, Sarah, have two children, Russell and Caitlin.
Registered States:
AZ, CA, CO, FL, IL, IN, MI, NC, NY, OH, OR, TN, TX, UT, VA, WA, WI