Advisor Spotlight - Brett Roth, CFP®

DLAK Wealth Advisors is proud to recognize one of our most experienced Private Wealth Managers, Brett Roth, CFP®.

Brett joined DLAK Wealth Advisors in May 2022 as Vice President and Private Wealth Manager, bringing more than three decades of experience in the financial services industry.

A graduate of the University of Dayton, Brett earned his degree in Electrical Engineering in 1988 before beginning a distinguished career with Fortune 500 firms, including Fidelity Investments and Western & Southern Financial Group. Throughout his career, he has held FINRA Series 6, 7, 8, 26, 63, and 66 registrations, earned the prestigious Certified Financial Planner™ (CFP®) designation, and maintains an Ohio life insurance license.

Brett's extensive industry knowledge and leadership experience enables him to help clients navigate complex financial decisions while working closely with the DLAK leadership team to deliver comprehensive wealth management solutions.

Brett's relationship with DLAK President Rob Koscik dates back to their time together at Fidelity Investments. After Rob founded DLAK Wealth Advisors in 2005, the two remained in contact over the years. When the opportunity arose for Brett to join the firm in 2022, it was a natural fit.

Since becoming part of the DLAK team, Brett has seen firsthand the firm's unwavering commitment to putting clients first. That dedication to exceptional service has fostered lasting client relationships while continuing to attract new families to the firm. Brett's professionalism, enthusiasm, and collaborative approach have made him an outstanding addition to the DLAK culture and team.

Outside of the office, Brett resides in Milford, Ohio, with his wife, Theresa, and their daughter, Natalie. He also has two sons, Cameron and Max, who live in the greater Cincinnati tri-state area. In November 2025, Brett and Theresa were thrilled to welcome their first granddaughter, Nellie, to the family.

Registered Representative and Financial Advisor of Park Avenue Securities.