Brett’s primary goal as an advisor is to provide clarity and protection for his clients. He follows a thorough financial planning process that allows him and his team to connect with their clients on a deep level. He considers his clients an extension of his own family and works hard to help them feel comfortable and confident in their ability to prosper in retirement.
Brett tailors his guidance based on his client’s individual needs. He takes time to educate them about their options and serves as their go-to financial guide. With an emphasis on proactive communication, Brett keeps his clients informed about what’s happening in their financial world, helping them prioritize their goals and stay on track for the life they want to live.
Areas of Focus
Brett works with people in all stages of life, and having grown up on a multigenerational farm. He especially enjoys working with ranchers and landowners in southwest Kansas. He understands the unique challenges they face, and his goal is to help them protect and maximize everything they’ve worked so hard to build. Another area he focuses on is helping people navigate the transition from various types of health insurance onto the right Medicare related benefits for their situation. Throughout the financial planning process, he focuses not only on his clients’ personal and business investments and goals, but also their vision for the next generation, helping them formalize strong, meaningful legacies.
Education & Background
Brett earned his bachelor’s degree from Panhandle State University while on scholarship competing for their rodeo team competing in team roping and calf roping. After being introduced to NoxNumis by a family friend, he immediately felt at home and officially joined the team in 2021. Today, he enjoys building relationships with clients and helping them achieve their lifelong goals and dreams.
Brett lives in Wichita and spends his free time cheering on the K-State Wildcats and the KC Chiefs. You may also find him fishing, hunting, golfing, snow skiing, water skiing, traveling the country with friends and family, and even skydiving! He and his younger brother both have their private pilot’s license and enjoy flying together as often as they can.