Bret has over 12 years of experience working in the financial services industry, specializing in Registered Investment Advisory (RIA) change management and technology implementation. His most recent role was leading the complex technology initiatives for a nationally-known RIA to help scale their business from $1B in Assets Under Management to over $4B in just two and a half years.
Bret graduated from Shepherd University with a Bachelor’s Degree in Business Administration, with a concentration in Management.
Bret and his wife Amber live in Raleigh, NC with their two daughters. He enjoys spending time with his family, being outdoors, coaching sports, and enjoying the culinary offerings of living in the South.