Meet Brett
I began my career in financial services as an intern/office assistant for a stockbroker in my sophomore year as an undergraduate at Fairfield University in 1986.
I earned a bachelor's degree in marketing in 1989, and I attended the Wharton School at the University of Pennsylvania and earned a Certificate in Retirement Planning in 2008. I hold FINRA Series 7 (General Securities Representative) and 66 (Uniform Investment Adviser – Combined State Laws) securities registrations, Life and Health insurance licenses, and the Connecticut Partnership Certification for Long Term Care.
I am licensed in CT, FL, NY, NJ, MA, PA, NV, & OR with my main office in Farmington, CT, our Principal office in Urbandale, IA, and a satellite office in Naples, FL.
Experience:
- Integrity Alliance, LLC - Registered Representative/Investment Advisor Representative; September 2022-Present
- American Senior Benefits - District Sales Manager; August 2009-Present
- Lincoln Investment – Financial Advisor; August 2009-September 2022
- AXA Advisors, LLC – Financial Advisor; March 2007 – July 2009
- MassMutual – Insurance Representative; January 2005 – February 2007
As a previous member of numerous boards and community organizations, Brett has dedicated time as a board member of the Boy's and Girl's Club of Greater Waterbury, the Livelihoods Leadership Council at Save the Children; Fairfield University's Multicultural Scholarship Committee & President's Circle; and AmeriCares Airlift Benefit. He is also a member of St. Teresa's Men's Club.
Born & raised in Waterbury, CT, he currently resides in Woodbury for 26 years. Married for 30 years with 3 sons, ages 27, 23, and 20. Spare time he likes to run, bike and spend with family & friends at their lake house in Litchfield County.