More About Brett
A CERTIFIED FINANCIAL PLANNER™
And Managing Partner of RBM Wealth Management Group. Brett has been married to his wife, Jennie, since 2016 and they have two daughters. He grew up in the financial services industry. He worked for his father, also a CFP® in Virginia, for ten years after playing professional baseball for three years. Brett moved to Georgia in 2017 to be closer to his wife's family. Brett is a big fan of baseball and college football.
Credentials and Accomplishments include:
- Bachelor of Science in Business with a Math Minor from Mount St. Mary's University, 2011 * CFP® Certification Professional Education Program from the College For Financial Planning, 2014
- Life, Health and Annuities Licensed, 2015*
- FINRA Series 7, General Securities Representative, 2015*
- FINRA Series 66, Uniform Combined State Law, 2016*
- CERTIFIED FINANCIAL PLANNER™, CFP® designation from the College For Financial Planning, 2017
- Nominated one of the top 3 advisor, Newnan-Coweta Magazine Reader's Choice, Best of Coweta 2021
- Named best Financial Advisor, Newnan-Coweta Magazine Reader's Choice, Best of Coweta of Coweta 2022
- Named 2022 NAIFA Advisor Today 4 Under 40
- Member of the Financial Planning Association 2014-Present
- Member of the National Association of Insurance and Financial Advisors, 2014-Present
- Member of the Northern Virginia Estate Planning Council, 2015-2017
- Member of the Coweta Chamber of Commerce, 2018-Present
- Member of the Young Professionals Committee, 2018-Present
- Chair of the Emerging Leaders Alliance, 2018-Present
- Member of the Association of Professional Ball Players of America, 2011-Present
*Held through LPL Financial
*Best of Coweta award based on online polling. Advisor Today magazine each year recognizes four financial advisors nationally for the “4 Under 40” who achieve excellence in their profession by or before the age of 40.
