President / Owner / Financial Representative
Brief info
Brett, along with his wife, Autumn, co-founded The Wingate Group, Inc. in 2018. Brett serves as the General Agent and Senior Advisor for the firm. Brett has over 25 years management and leadership experience and has a master’s degree in business and organizational management. He has been recognized as a top advisor and manager by some of the best companies in the financial industry. Brett is also a multi year MDRT qualifier, which is a highly recognized achievement that illustrates his dedication to clients.
Brett works with individuals and business owners by offering holistic financial planning, retirement income planning, investment management, and business success planning. Brett enjoys spending his time-off traveling with his family, hunting, fishing, or golfing.