Bret is an experienced Financial Advisor that has been working with individuals , families and businesses for over 29 years. He has experience developing many different retirement plans and strategies to include IRAs, Roth IRAs, SEPs, SIMPLEs, 401(k)s, profit sharing plans and pensions. He believes that through proper communication and uncovering a clients needs and desires, retirement strategies can be designed and implemented that will help them attain their goals, hopes and dreams.
Bret is a graduate of the University of Utah and enjoys watching his Utes especially with one or more of their four daughters. Bret enjoys being a husband, dad and grandpa. He likes to watch baseball, football and basketball. His pastimes are gardening, woodworking, and trying to play golf.