Brett Nelson


Brett works with high-income individuals and families, including a large clientele of medical practitioners and business owners, to help create lifestyles his clients may have otherwise thought impossible. Brett believes that superior financial results are not achieved through conventional planning. To that end, Brett works to help individuals evaluate all possible choices and develop intentional strategies that lead to greater economic prosperity and increased versatility in all stages of life. Most of all, Brett enjoys getting to know his clients while finding the right fit for their financial goals.

Brett believes that long-term financial security doesn't happen by chance. Successfully managing risk is the mark of a true advisor. He is passionate about educating people on risks that are too often overlooked yet have the most impact on success and financial well-being.

Brett is certified by The American College in both Financial Planning Processes and Environments and Planning for Business Owners and Professionals. With a passion for protecting animals, Brett is a regular donor to multiple animal shelters and hospitals.