Brett is an Investment Consultant at Clark Capital Management Group serving the southwestern part of the United States. He is responsible for supporting Clark Capital’s partnerships with Wealth Advisors in their dedication to affluent families, high net worth individuals, foundations, and retirement plans. Together, Brett and his Partners specialize in providing highly customized and long-term investment solutions with a level of sophistication typically reserved for ultra high net worth and institutional investors. Brett assists his Partners in building their ideal wealth counseling practice and supports advisors with the tools, techniques and degree of service that allows them to focus on their clients’ needs and financial security.
Prior to joining Clark Capital in 2017, Brett had over 13 years’ experience in the financial services industry. He served as a Regional Business Consultant with Curian Capital and went on to represent firms offering annuities, mutual funds, separate accounts, and alternative investments. Most recently he was a Regional Vice President with Steadfast Capital Markets. Brett earned a B.A. from Brigham Young University.