CFP®, JD, Series 65 Advisory Registration†
Brett’s client-centric approach to planning focuses on education, advocacy, and coordination of individuals’ goals for themselves and their families. Brett has worked extensively on an individual basis with university professionals. This group includes professors, deans, and provosts at campuses across the United States. He is a CERTIFIED FINANCIAL PLANNER™ and a member of the Wisconsin Bar Association. Some of his areas of expertise include estate planning, funding and withdrawing from retirement plans and IRAs, taking full advantage of retirement benefits, and maximizing Social Security benefits. Brett joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition. Brett lives in Middleton with his wife Debbie and son Will. He enjoys watching his son play soccer as well as reading, playing board games with family and friends, attending Badger Basketball games, and almost anything to do with food. Many evenings will find him preparing a meal for his family, tending his herb garden, or roasting his own coffee beans.
- BS, Michigan State University
- University of Wisconsin, Juris Doctor
- CERTIFIED FINANCIAL PLANNER™ Professional
The O’Brien Financial Advisory team serves clients at our Madison — John Q Hammons Drive office.
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†Advisory registrations are held with Wealth Enhancement Advisory Services.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Madison — John Q Hammons Drive, Appleton, Rockford & Brookfield office advisors are not affiliated with LPL Financial.