A second generation financial advisor, Bret learned early in life the importance of balancing a budget, setting financial goals and managing risk through the lessons taught by his father around the breakfast table. Bret applies these lessons and values when working closely with clients to develop and implement detailed plans that, through deep, holistic planning and actionable advice, help clients reach their financial goals and address their specific needs while simplifying their financial lives. Bret was named a FIVE STAR Wealth Manager (2022-2023)*. Bret is an avid golfer, and is the Vice President and past Treasurer of the Men’s Association at Watchung Valley Golf Club. He also enjoys skiing and travel. He lives in Morristown, NJ with his wife Lyndsey and their son Hunter.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 or 2023 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.