First Vice President–Wealth Management
Brett received his BS degree with a concentration in Economics from the University of Michigan and a MS in Finance from Walsh College. He also is a CERTIFIED FINANCIAL PLANNER™ certificant. Brett began his career at PaineWebber in 1998 and holds his Series 7, 63, and 65 securities license and in addition holds insurance licenses for life, long term care, variable annuity and variable life. He believes education is very important and takes a long term outlook on the market and utilizes a distinct asset allocation that first weighs risk, instead of return.
Education
Credentials
Vice President–Wealth Management
Senior Wealth Strategy Associate
Through the years, Janice has remained committed to the belief that personal and professional growth is an ongoing process. By focusing on maintaining a sense of purpose, passion and enthusiasm, Janice has remained both energized and motivated. Her commitment to the ever-changing financial environment, as well as her pursuit of ongoing training and education has helped her gain a diverse knowledge of the financial security industry. Janice has a BBA from Davenport University, Series 7, 63 and 66 licenses' and actively maintains her licensing for life and variable insurance.
Education