Brett is an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. Prior to co-founding XML in 2004, he was a Vice President and Senior Financial Advisor at Merrill Lynch, where he was a designated Producing Sales Manager for a multi-billion-dollar complex.

Brett is a serial entrepreneur actively investing in many start-up companies and has led his firm in three acquisitions. He earned his Certified Financial Planner® professional designation in 2003. He is a sought-after speaker and industry commentator having numerous contributions in the Wall Street Journal, Financial Advisor Magazine, Investment News, and Forbes.

Education

Brett received a Bachelor of Science in finance from the University of Maryland’s Robert H. Smith School of Business. He continued his education at Georgetown University and Harvard Business School’s Executive Leadership Program.

Philanthropy

Brett is active on various non-profit organization boards and holds numerous leadership positions. Over the past 12 years, he served as the Board Chair of So What Else, a local, grassroots charity helping at-risk youth with after-school and summer programs and food recovery. He currently serves as Board Chair Emeritus for So What Else and is passionate about its causes. Brett also serves as a Board Trustee, serves on the Executive Committee, chairs the Finance and  Investment Sub-Committees, and previously served as chair of the Advancement Committee for the Bullis School in Potomac, Maryland. Brett has previously volunteered with the Bullis School’s entrepreneurial program, sponsoring the Capstone Entrepreneurial Shark Tank competition, and was named to Bullis’ Entrepreneurs in Residence.

In Brett’s free time, he enjoys spending time at Bethany Beach, DE with his wife, two daughters, and two dogs. He is also an avid car and timepiece enthusiast.