More About Brett

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A CERTIFIED FINANCIAL PLANNER™, Wealth Advisor 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. 

• 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*

• FINRA SIE, Securities Industry Essentials, 2018*

• CERTIFIED FINANCIAL PLANNER™, CFP® designation from the College For Financial Planning, 2017

• NAIFA National Advisor Today's 4 Under 40 in 2022

• NAIFA Atlanta Top 40 Advisors Under 40 in 2023

• NAIFA National Quality Award 2022-Present

• Listed in the Marquis Who's Who of America 2023-Present

• Listed in the Marquis Who's Who of Emerging Leaders  2023-Present

• Million Dollar Round Table - Court of the Table 2023

• Named best Financial Advisor, Newnan-Coweta Magazine Reader's Choice, Best of Coweta of Coweta 2022

• Nominated one of the top 3 advisor, Newnan-Coweta Magazine Reader's Choice, Best of Coweta 2021, 2023

• Jackson National Stars Club 2019-2023

• Board Member for NAIFA Georgia

• Member of the Financial Planning Association 2014-Present

• Member of the National Association of Insurance and Financial Advisors, 2014-Present 

• Member of the Atlanta Estate Planning Council, 2023-Present

• Member of Finseca, 2023-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

• Member of Ameritas' All-Star Study Group 2022-Present

• Published author in Newnan-Coweta Magazine 2022

• NAIFA Atlanta & Georgia Top Advisor Panel speaker 2023

*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.