Financial Planning Associate
Wright State University, B.S. Financial Services
Bret received his Bachelor of Science in Financial Services from Wright State University. Before joining the team at EP Wealth Advisors, Bret worked at a local financial planning company in Ohio creating financial plans. As resident assistant in college, Bret found a passion for helping guide others through the twists and turns of life. This passion, combined with an education in personal finance, has led Bret to a career in financial planning ,where he hopes to continue helping people achieve their dreams through financial success. In his free time, Bret enjoys playing and watching soccer, and getting outdoors as much as possible.
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