3700 W Sam Houston Pkwy S
Houston, TX 77042
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Why The College Funding Coach?
I joined the industry after my father and his fellow pilots had their pensions frozen and slashed after the 9/11 terrorist attacks. From this experience, I learned that having a plan B is always key.
Money is not the most important thing in this world, but when you run out it significantly limits your options.
My goal is to educate parents so they can make an informed decision on what’s best for their family. It’s important to know the pros and cons of any decision you make.
Area of Focus for LKS Workshop/Webinar: Houston
A Little More About Brett
Career Background: Brett interned with MassMutual while pursuing his Masters at the University of Houston, and after understanding the relationships that we develop with clients and the butterfly effect we have on family wealth over generations, he decided this was the only career for himself.
As Brett has grown his business, management discovered that he enjoyed teaching younger advisors and he has since transitioned into a management role helping newer advisors develop their practices.
Brett’s wife also left her career in dentistry 2 years ago to make this a family business.
Personal Life: Brett has been a Houston native for 35 years. He and his wife, Aimee, are blessed to have two children, Vincent and Carmela. Brett enjoys playing ice hockey and exploring Houston with his kids.
Education: BA in Finance from Texas A&M University 2008; MS in Finance from the University of Houston 2012
Community Involvement: Chris Reed Foundation
Professional Accomplishments: Manages a team of 11 advisors all across Houston and San Antonio.
Broker-Dealer Required Disclosure: Brett is securities licensed in TX, OK, AK, CA, MA, HI, and IN. He is licensed to sell insurance in TX. He is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 3700 W Sam Houston Pkwy S, Suite 250, Houston, TX. 77042. (832-251-5400) Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies (CRN202204-263780)
The College Funding Coach is not affiliated with MML Investors Services LLC.
Licensing Info: L/H Licensed in Texas. Securities Licensed in TX, OK, AK, CA, MA, HI, and IN.
FINRA BrokerCheck Link