MBA Wealth Advisor / Partner
Brett earned his B.S. from the University of San Diego in business and finance and completed his master’s in business, with a finance emphasis, from Pepperdine University. His experience includes over 6 years working for Pacific Investment Management Company (PIMCO), where he worked with institutional investors building fixed income portfolios and custom bond strategies. He began his career in Newport Beach at Canterbury Consulting, where he built a sound foundation in analyzing and providing recommendations within small corporate retirement plans and nonprofits.
Since 2015, Brett has enjoyed living and working as a wealth advisor in the Santa Barbara area. During this time he has developed a passion for educating and working with individuals and nonprofit organizations alike. “The team atmosphere along with the independent firm structure at CHANNEL Wealth lends itself to thoughtful and customized solutions for families and institutional organizations.” In addition to working with the nonprofit community, Brett also sits on the board of Girsh Park, Santa Barbara Executive Roundtable, and Domestic Violence Solutions. He maintains his CA insurance license and the Series 7, 65, and 63.