Dallas, Texas Office
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Brett works directly with families, business owners, and foundations across the U.S., helping manage their wealth and resources while meeting their unique needs.
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After beginning his career with Charles Schwab & Co., in Dallas, he helped launch a Schwab office in Santa Fe, NM. Brett later joined Merrill Lynch in Dallas as a pioneer in fee-based wealth management. Brett went on to serve as Vice President for True North Advisors, LLC, where he managed nearly $100 million in client assets. Brett partnered with International Research in 2007 to lead the firm into its next chapter of growth.
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Brett received his B.A. from the University of Alabama and achieved the Chartered Retirement Planning Counselor (CRPC©) designation through the College for Financial Planning.
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Brett enjoys spending time managing their family ranch in Central Texas, and traveling with his wife, Heather, and their five children – each of whom attend college in a different state. Brett is active in the Park Cities YMCA, and Heroes and Horses of Manhattan, Montana.
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