Brett joined the Delphi team after several years working as a Client Service Specialist for Charles Schwab. In addition to garnering experience creating strategies and overall financial planning solutions for clients, Brett was repeatedly recognized for his outstanding customer service.
As an Associate at Delphi, Brett leverages his experience from Schwab to help manage our back office operations and the firm’s custodial relationships. His past retail experience also allows him to deeply understand the importance of Delphi’s business model, including the firm’s access to institutional pricing and reporting. Additionally, Brett values knowing he’ll never have an incentive to do anything other than what’s best for each client.
A San Diego native, Brett returned after college to be closer to his family and enjoy the excellent Southern California weather. An outdoor-sports enthusiast, most weekends find Brett biking, playing baseball, body boarding, surfing or sailing. Brett also loves building and racing cars, particularly transforming them into high performance, record-setting machines.
- Being ranked in the top 10 out of 1,000 representatives for providing solutions to client needs two years in a row at Charles Schwab.
- Becoming a member of the Delphi team, a top-tier RIA where he can continue building a successful career.
- Bachelor of Science, Finance, Northern Arizona University
I have a passion for helping others as well as a love of math, finance and the markets. That, combined with the challenge of helping clients solve ‘problems’ is the most fulfilling part of my work with Delphi.