Partner, HFA | Senior Financial Advisor, RJFS
Brett is a co-owner of Hall Financial Advisors and serves as the Senior Financial Advisor on the Hall Financial Advisory Team. He works with clients face to face to help with retirement planning and also helps manage the day-to-day finances of the practice. Brett is a native of the Mid-Ohio Valley and a graduate of the University of Kentucky with degrees in Finance and Marketing. Brett began his career with Edward Jones in August of 2001 where he also held mentoring responsibilities for new Financial Advisors.
Throughout his nearly 30 years in the financial services industry, and 21 years as a Financial Advisor specifically, Brett has been guided by simple core principles. “Always be honest, always be direct, and always do the right thing for the client.” These principles are also paramount to the success of Hall Financial Advisors. Brett has played a key role in cultivating the family atmosphere that exists at Hall Financial Advisors where clients and colleagues are more like friends. He is very helpful and giving of his time and experience, including mentoring new Financial Advisors.
Brett and his wife, Leslie, live in Marietta, Ohio. Together they have 5 children, Zane, Cameron, Kyle, Allison, and Olivia. Although Brett is an active volunteer serving on numerous boards in the community, he still enjoys traveling with his family and playing competitive golf. One of Brett’s proudest titles is “Poppy,” which is how he is known to his granddaughter, Amelia.