Brett joined our DLAK team in May 2022 as Vice President of Private Wealth Management.

Brett received his degree in Electrical Engineering from the University of Dayton in 1988. Since that time, Brett's career has spanned 30+ years in the financial services industry with Fortune 500 companies Fidelity Investments as well as Western and Southern.

Over this time, Brett obtained his Series 6,7,8,26,63 and 66 FINRA registrations as well as the Certified Financial Planner designation and an Ohio life insurance license. Brett's long track record and extensive experience positions himself to collaborate with the leadership team in supporting our clients with their most complex financial needs.

Brett resides in Milford, Ohio with his wife Theresa and daughter Natalie; he also has 2 adult sons.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).