Brett’s financial services career began in 2016 where he served as a Senior Client Success Coach with eMoney Advisor prior to joining LPL Financial in 2022. Brett received his Bachelor of Science in Marketing from the University of Kentucky and is a CERTIFIED FINANCIAL PLANNER™ professional. Brett is an LPL employee and is part of the Virtual Para-planning Solutions team, where he partners with multiple advisor’s businesses to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in pursuing their financial goals. LPL’s Financial Planning group is not affiliated with Independent Wealth Connections.
