Since joining Valley Forge Financial Group in 2002, Brett advises both high-net worth individuals and families as well as corporate and institutional investors. He primarily focuses on personal investment advisory services and corporate qualified-retirement-plan analysis and guidance, while also aiding foundations and endowments with investment allocation, holdings, and investment policy. Brett graduated from the Villanova School of Business earning a B.S. in Business Administration, majoring in Finance. He holds FINRA Series 7 and Series 66 securities licenses, along with a Life Insurance & Annuity license. Brett lives in Gladwyne, PA with his wife Jessica along with their son and da