Focus
Brett is a Partner, Director – Investment Strategy where he leads the development and investment management for the team, overseeing the creation of the asset allocation recommendations as well as assisting in the investment management decisions. Prior to joining Riazzi Rhyne & Swaim Investment Group, Brett led and managed the Ultra High Net Worth Investment Consulting Group at Wells Fargo Advisors. His team’s primary responsibility was to provide support to the firm’s high-net worth private clients and the financial advisory teams that service them. He was responsible for the articulation of the firm’s four-asset group investment strategy and the application of this strategy to the portfolio construction process.
Brett has consulted with hundreds of global high net worth clients (Fortune 500 executives, retired professional athletes, and small-mid sized business owners.) His consulting engagements focused on the precepts of the investment management process, primarily, asset allocation decisions, risk management, tax-efficient investing, cost-effective investing, and alternative investments.
Education & Credentials
- Lindenwood University – Robert W Plaster School of Business Administration – Bachelor of Science, in Business Administration
- FINRA Series 7, 66, & 24 Registrations
Outside the Office
Brett and his wife Melissa have two daughters, Layna & Everly, and a son, Camden. The family stays busy with the numerous activities for the kids and enjoying family vacations.
