Brett Russon graduated from the University of Utah with a Bachelor of Science degree. He since became a CFP® certificant, which recognizes mastery in financial planning, taxes, insurance, estate planning and retirement. He holds the series 7 and 66 securities licenses. Brett brings more than 10+ years of experience in the financial planning industry to our firm.
Brett plays a critical role as a financial advisor. He is a lead consultant responsible for meeting with clients and constructing financial plans. He strives to bring a high sense of integrity and fiduciary responsibility to each relationship.
Brett has many years of hands-on experience with portfolio management, in depth financial planning, Social Security planning, pension analysis, charitable giving strategies, insurance analysis, estate plan coordination and more. He recognizes the value of client’s hard-earned savings and their desire not only to grow their assets but preserve them.
Brett had long envisioned pursuing a career in the financial services industry as he watched his father do the same. Today he actively continues the pursuit of helping clients meet their goals and delivering exceptional service.
Brett was raised in Utah and met his wife at the University of Utah. They have two children, one boy and one girl. Brett enjoys e-biking, travelling with his family, playing tennis, and attending sporting events.