As the Managing Director in the Dallas Office of Forteris Wealth Management, Brett has a genuine desire to always do what’s best for his clients and help them achieve their goals, passions, and dreams. Brett received his Bachelor’s Degree in Finance from Stephen F. Austin State University and a dual Master’s Degree in Finance and Personal Financial Planning from Texas Tech University. He earned his CFP and CFA designations in 2014 and 2017. Before becoming the Managing Director for Forteris Wealth, he worked for Altfest Personal Wealth Management and BNY Mellon in New York City. In his free time, Brett enjoys spending time with friends and family, playing golf, and watching his beloved Co